Learning For Life: Planning for the Future - Setting and Achieving the Financial Goals That Matter to You
Event description
The San Geronimo Valley Community Center’s Deepening Roots Legacy Circle is proud to join with experts and community partners to share valuable information about estate, legacy, and future care planning.
June 18, 2025 from 5:30-6:45 PM
Setting and Achieving the Financial Goals That Matter to You
With Ricky Flores, Financial Wellness Specialist at Redwood Credit Union
Topics: How to Set Meaningful Financial Goals, Achieving Those Goals, Tips and Tricks on how to use resources you already have.
Money is a significant topic and responsibility for many of us. While we may think we know how to manage our finances, most of us are living paycheck to paycheck. With the constant changes in financial rates and conditions, we can always benefit from insightful reminders on how to save, grow, and invest in ourselves using local financial resources. In this workshop, you will learn about:
• How to assess your current financial situation
• How to set meaningful goals, day-today, month-to-month.
• Discover SMART financial goals
• A process to achieving your goals
• Leverage financial tools such as budgets, automatic savings, and self-reward.
RSVP here or contact Poko Giacomini with any questions at pgiacomini@sgvcc.org or call 415-488-8888 x 100.
Tickets for good, not greed Humanitix dedicates 100% of profits from booking fees to charity