Psst book lovers… Join us for our book club wine and cheese! 📚

Details –

This summer we read, “What You Should Have Learned About Money, But Never Did” by Sophia Bera – and now we’re going to chat about it!

This nifty handbook gives you basic money principles, like how to build up your savings, navigate through your student loans, invest for your future, start your side hustle, and make smart choices about taxes and insurance.

What You Should Have Learned About Money, But Never Did will show you how you can take the next steps towards your financial goals and achieve your dreams.

If you’re just now hearing about our book club – no worries! We’d love for you to join us and sit in on the conversation. Our team of planners, tax experts, and financial therapists will be there so we’re sure this will be an insightful (and fun!) call. Will we see you there?

When – Thursday, August 3rd @ 4 PM PT

Where – Zoom meeting

See you there!