This is Your Year: 7 Moves That Will Make 2020 a Financial Success

Past Locations for this Event

This is Your Year: 7 Moves That Will Make 2020 a Financial Success | Dallas

Past Locations for this Event

About this event

As a new year begins, you probably spend some time reflecting on what you hope to accomplish... For many, “make smarter financial decisions” tops the list.

Whether it’s setting your accounts to auto save, finally rolling over that old employer 401(k), or spending a few minutes to financially protect your family with life insurance, every great year has to start somewhere.

That’s why, with our partners at Haven Life, we want to help make accomplishing those financial resolutions actually simple.


In this workshop, we’ll address 7 financial moves that’ll make 2018 your best year yet!

1) Goals - this is where it all starts

  • Figure out what you want to happen this year and create a plan for how to get there
  • Learn how your money personality and relationship with your finances plays a role in how to shape a plan that you will actually follow

2) Grow your income

  • Tips include how to negotiate a raise, set freelancer rates, and ideas for how to diversify your income streams

3) Spend money on what you value

  • Create a spending plan that is based on your individual values, needs, wants, and goals

4) Save and invest automatically

  • Get strategies on why to save, how much to save, and how to save automatically
  • Learn how to save and invest beyond emergency savings

5) Increase your credit score and credit worthiness

  • Learn the most important pitfalls when it comes to your credit and how to increase your score over the next year

6) Protect your family and loved ones with the right insurance

  • What situations you really need to have insurance (and when you don’t need it),
  • Explore options for term life insurance, disability, health, long term care, and renters/home/auto insurance

7) Make sure your money is safe for future generations

  • How to set up an estate plan (yes, you have one!) to pass on to your heirs with as little court involvement as possible

Coming up near you

Let’s Keep You Updated

Enter your email to start following

By providing us with your email, you agree to the terms of our Privacy Policy and Terms of Service.