Coaching Corner: Savings Planning—Making Financial Goals a Reality
Tuesday, April 8
2:00 PM ET | 11:00 AM PT
For many clients, saving money can feel intimidating—especially when balancing multiple expenses, debt, or a limited income. Yet building a savings buffer is essential for achieving financial security and reaching long-term goals.
In this session, we will:
- Identify actionable strategies to initiate a savings plan
- Explore ways to transform saving into a consistent habit
Unlike a standard lecture, Coaching Corner emphasizes active participation, open discussion, and community-driven learning. When you register, you can propose subtopics and share your ideas for future events. Together, we’ll determine next month’s focus based on your feedback.
Join us and gain practical insights to help your clients turn “saving” from a daunting concept into a powerful tool for financial well-being.