Managing your finances without a plan is like navigating without a map. Join GreenPath to learn how to create a solid plan that doesn’t leave you feeling restricted. Give yourself freedom, control, and confidence in your financial journey. Let’s discuss how to conduct a mid-year financial check-up and all of the areas to focus on to realize your financial goals. 

What You Will Learn

• Why you need a spending plan, and how to create one 
• Tips to make changes to improve your financial future 
• How to create strong financial habits 

Who Should Attend?

• Anyone looking to build a strong financial foundation 
• Anyone supporting someone with their finances 
• Anyone who is working toward a financial goal 

Presented by

• Dawn Watson, GreenPath Partner Experience Manager
• Jim Beaver, GreenPath Partner Experience Manager