WELCOME YAVAPAI COMBINED TRUST MEMBERS!

We have scheduled a series of FREE financial workshops for you to benefit from called The Building Blocks to Financial Wellness! The series is designed to help our members understand the fundamentals of building a solid financial foundation. Each workshop is called a “Block” and there are four blocks in the series including:

BLOCK 1: Understanding Your Money

  • The Problem
  • Lifetime Earnings
  • Importance of a budget
  • Debt Management
  • Emergency Cash Fund
  • The Power of Saving & Goal Setting

BLOCK 2: Solving The Insurance Maze

  • What Insurance do I need?
  • The power of Living Benefits Protection
  • Tips on saving money for insurance
  • What is a LIRP?
  • The insurance superhero…PUP!

BLOCK 3: Investing 101

  • 401K/IRA/ROTH
  • What is Your Strategy?
  • Taxes
  • Avoiding Losses
  • Diversification

BLOCK 4: Retirement Planning Basics (This Workshop)

  • How Much Do I Need to Retire?
  • Social Security, Medicare and Medicaid
  • Wills and Trusts

After each block, you are provided an opportunity to schedule an optional private one-on-one consultation with our educators to discuss your individual financial needs and goals.

WORKSHOP CALENDAR

We will be adding more dates and times for all four blocks. Check back here for updates.

October 24, 2017

Time: 12PM – 1PM
Workshop: Block 4: Retirement Planning Basics
Where: Yavapai College
Address: 1100 Sheldon Street, 19-225, Prescott
Details: Lunch will be provided!

Time: 3PM – 4PM
Workshop: Block 4: Retirement Planning Basics
Where: County Training Room
Address: 1120 Commerce Drive, Prescott
Details: Snacks will be provided!

Sign Up NOW! Fill out the form on this page to register!

REGISTER BELOW!

Have additional questions?

Paula Tomitz
YCT Wellness Coordinator

Call (928) 776-2238

An introduction to AFLI.