We will be discussing how to identify personal obstacles to budgeting. Learn how to create and apply a structure to track and analyze spending.

We will review examples of short, medium, and long-term goals and go over the importance of debt reduction and building emergency savings.

Presented by Edwin Urbieta, VP Regional Sales Manager, Financial Wellness Program Manager, Relationship Manager, Benefits Specialist ,BA, BMO Harris

Please join us for this free virtual presentation!

events@elderwerks.org
847-462-0885