Thrive Financially: Mastering the Basics of Savings and Investments

As a valued Nonprofit Connect member, you're invited to this complimentary workshop!

Unlock Your Financial Future

Ready to take control of your finances? Join us for a workshop designed to empower you with the knowledge and tools you need to reach your financial goals.

In this workshop, you'll learn how to:

• Navigate Your Banking Options: Discover the best banking products to fit your lifestyle.
• Master the Basics of Budgeting: Create a budget that works for you and stick to it.
• Save Smarter, Not Harder: Learn proven strategies to save money and reach your savings goals.
• Invest for the Future: Get started on your investment journey with easy-to-understand tips and tricks.

Don't miss this opportunity to:

• Improve your financial literacy
• Make informed financial decisions
• Build a brighter financial future

Register now and take the first step towards a more secure financial future.
 

Upcoming Financial Acumen sessions:

• Thrive Financially: Planning for Your Future
• Thrive Financially: Leveraging Technology for Financial Success
• Thrive Financially: Mastering Your 401 (k)
• Thrive Financially: Helping You Protect Your Mission Against Fraud
• Thrive Financially: Let's Talk Banking 101

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Meet the presenter:
Brad serves as the retirement plan advisor for the Greater Kansas City, Springfield and Joplin regions. Since 1990, he has worked in the financial services industry as an investment advisor. He was a relationship manager for an independent trust company serving a national client base of qualified retirement plans for 14 years. Brad earned a Bachelor of Arts in economics from the University of Kansas and a Master of Business Administration in finance from Avila University. He previously served on the Board of Directors for Cross-Lines Community Outreach and the Platte County Economic Development Council. Brad, his wife Janet and daughter live in Kansas City, Missouri.

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Disclaimer:  Nonprofit Connect and its affiliates are not responsible for any decisions made or actions taken based on the information presented in this workshop.