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New Year, New Financial Goals: How to Make 2024 Your Best Financial Year Yet

Tue, Jan 30

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YouTube Live

In this webinar, we'll help you set realistic financial goals for the new year and develop a plan to achieve them.

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New Year, New Financial Goals: How to Make 2024 Your Best Financial Year Yet
New Year, New Financial Goals: How to Make 2024 Your Best Financial Year Yet

Time & Location

Jan 30, 2024, 8:00 PM – 9:30 PM

YouTube Live

About the event

Kickstart 2024 with a Strategic Financial Plan!

Are you ready to make 2024 your most successful financial year yet? Whether you're planning to grow your family, save for your child's education, or just get a better handle on your finances, our webinar is here to guide you. Join us for an insightful session where we'll help you set realistic financial goals and develop actionable plans to achieve them.

What We'll Cover:

  • Setting Realistic Financial Goals: Learn how to set achievable financial goals that align with your family's needs and aspirations. Whether it's saving for a down payment on a house, planning for your child's future education, or creating a robust emergency fund, we'll show you how to set targets that motivate and inspire.
  • Budgeting for a Growing Family: Discover budgeting techniques tailored for families. We'll discuss how to adjust your budget for childcare costs, education expenses, and other family-related expenditures, ensuring you're prepared for every stage of family life.
  • Smart Saving Strategies: Explore various saving tools and strategies that can help you build your wealth efficiently. From high-yield savings accounts to flexible investment options, learn how to make your money work harder for you and your family.
  • Debt Management and Reduction: Tackle debt head-on with our effective strategies. We'll guide you through prioritizing debts, negotiating better terms, and creating a manageable repayment plan that doesn't hinder your financial growth.
  • Planning for Your Children's Education: Understand the ins and outs of education savings plans, scholarships, and grants. We'll help you navigate the best options for securing your child's educational future without compromising your financial stability.
  • Insurance and Protection for Your Family: Delve into the world of insurance – life, health, and property – and understand how to choose the right coverage for your family's needs.
  • Retirement Planning Alongside Family Goals: Learn how to balance saving for retirement while supporting a family. We'll show you how to maximize your retirement contributions without sacrificing your current family lifestyle.
  • Interactive Q&A Session: Have specific questions? Our interactive Q&A segment will allow you to get personalized advice from our team.

Why Attend?

This webinar is more than just a learning experience; it's an opportunity to transform your financial perspective and take tangible steps towards a prosperous future. Perfect for young families or those planning to start one, this session is tailored to help you navigate the unique financial challenges and opportunities of family life in 2024.

Join Us!

Don’t miss this chance to set a strong financial foundation for the year ahead. Secure your spot now and take the first step towards making 2024 your best financial year yet!

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Disclosures

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Giving Tree Capital, LLC, and our editorial staff.  The material presented is believed to be from reliable sources; however, we do not represent its accuracy or completeness. All information and ideas should be discussed in detail with your adviser before implementation.  All written content is for information purposes only.  It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.  Giving Tree Capital, LLC is not affiliated with or endorsed by the Social Security Administration or any government agency.

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