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Image for event: Financial Planning Bootcamp

Financial Planning Bootcamp

Developing your Financial Fitness Plan

2022-04-26 12:00:00 2022-04-26 13:00:00 America/New_York Financial Planning Bootcamp Ready to take your financial health up to the next level of wellness?  This spring, join special guest Caroline Wetzel in the first of a 4-part webinar series! Ives Main Library -

Tuesday, April 26
12:00pm - 1:00pm

Add to Calendar 2022-04-26 12:00:00 2022-04-26 13:00:00 America/New_York Financial Planning Bootcamp Ready to take your financial health up to the next level of wellness?  This spring, join special guest Caroline Wetzel in the first of a 4-part webinar series! Ives Main Library -

Ready to take your financial health up to the next level of wellness?  This spring, join special guest Caroline Wetzel in the first of a 4-part webinar series!

In this session, we will:

Review financial well-being
Introduce personal financial planning
Practice setting financial goals
Highlight strategies that you can use to create a financial fitness plan that works for you
This program is for both businesses and individuals, and no prior experience is required. 

This is the second in a four-part series.  Upcoming sessions will cover:

Strengthen Your Financial Fitness through Investing
Train today for your financially healthy retirement
 

The previous session, Assess Your Financial Vitals, is available for on-demand viewing on the library Facebook page.  This program will be ONLINE ONLY

Join the zoom here: https://us02web.zoom.us/j/82073845742?pwd=UjNxVmZrWHFMZXBsM3Z1aFJaVGJWUT09   

 

Caroline Wetzel, CFP, CDFA, AWMA, is a Vice President at Procyon Partners in Shelton, CT.  She has a BS from Cornell University and an MBA as well as an Advanced Certificate in Marketing from the University of Connecticut School of Business.  Caroline enjoys writing articles on personal finance and has been published by Kiplinger and other media. More information about Caroline is available via these links:  LinkedIn  | Website  Her special interests include community organizing and social justice initiatives.

Ives Main Library

Phone: 203-946-8130

Hours
Mon, Apr 15 10:00AM to 8:00PM
Tue, Apr 16 10:00AM to 8:00PM
Wed, Apr 17 10:00AM to 8:00PM
Thu, Apr 18 10:00AM to 8:00PM
Fri, Apr 19 10:00AM to 5:00PM
Sat, Apr 20 10:00AM to 5:00PM
Sun, Apr 21 Closed

About the branch

The Ives Main Library, designed by renowned architect, Cass Gilbert in 1911, is a cornerstone of the historic New Haven Green. The facility is a community treasure and features unique design details, including several WPA-era murals. Ives is open 54 hours a week, Monday-Saturday, and houses major public service departments for children and teens as well as adult reference, a computer tech center and Ives Squared, a newly renovated space for innovation and entrepreneurship.

Upcoming events

Fri, Apr 19, 12:00pm - 4:00pm
Ives Main Library - Ives Cafe ,Ives Squared

Fri, Apr 19, 1:00pm - 3:00pm
Ives Main Library - Philip Marett Seminar Room

Fri, Apr 19, 2:00pm - 4:45pm
Ives Main Library - Teen Center

Fri, Apr 19, 2:00pm - 4:00pm
Ives Main Library - Community Program Room