Financial Foundations & Smart Money Strategies Workshop
Join us for an engaging and interactive financial workshop designed to help individuals and families strengthen their financial understanding and take meaningful steps toward long-term financial confidence. Whether you’re just beginning your financial journey or looking to fine-tune your existing strategy, this session will provide practical guidance, education, and clarity on key financial topics that impact everyday life.
During this workshop, we will explore a variety of essential financial concepts, such as:
- Budgeting & Cash Flow Management – Understanding where your money is going and how to keep more of it working for you.
- Credit & Debt Essentials – How credit reports and scores work, how lenders use them, and ways to build and protect healthy credit habits.
- Saving & Investing Fundamentals – A simple breakdown of savings strategies, investment basics, retirement accounts, and long-term planning.
- Planning for the Future – Practical steps for setting financial goals, preparing for retirement, and protecting what matters most.
This session is designed to be approachable and informative, offering attendees both foundational knowledge and actionable next steps—no matter their current financial situation.
We will wrap up with an open Q&A, giving you the opportunity to ask questions specific to your personal financial goals, concerns, or circumstances.
There is no cost to attend, and everyone is welcome.
Come ready to learn, engage, and take the next step toward building a stronger financial future!
Date and Time
Monday Mar 2, 2026
6:00 PM - 8:00 PM PST
March 2, 2026
6 PM - 8 PM
Location
Zen's Tea House
6550 Greenleaf Ave.
Whittier, CA 90601
Fees/Admission
No cost
Contact Information
Ronald Thomas, FIC, Financial Advisor
Send Email