December 11th, 202411:30 a.m. Central

December 11th, 2024 | 11:30 a.m. Central

Virtual

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New Year, New Budget: Save Money While Living Your Best Life in 2025 

Is 2025 the year you’re finally going to get your budget in order?

Take the first step and join us at our interactive budgeting webinar! In this session, Director of Family Budget Services Rob Bertman, CFA®, CSLP®, CFP® shows you how to set up your finances for success. He shares how a simple budgeting technique can help reduce your expenses while allowing you to still enjoy the lifestyle and experiences that you love.

In addition, Rob explores why traditional budgeting techniques often fail and why budgeting is imperative, especially for higher income families. His “Keep, Cut Back, Eliminate” framework identifies where you can spend less and the “Five-Minute Weekly Spending Review” will help you stay on track.

Even if you’ve tried budgeting in the past, don’t see eye-to-eye with your significant other on finances or aren’t sure where you can reduce your expenses without making big sacrifices, this session can help you jumpstart your finances in the new year!

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Featured Speakers

  • Rob Bertman, CFA, CSLP®, CFP®

    Director of Family Budget Services

    Learn more about Rob

    Rob helps busy families save more and argue less so that they can confidently accelerate toward their financial goals while maintaining the lifestyle they love. Through a collaborative process, he helps clients design a simple and flexible budgeting system while providing the support and accountability they need to make this happen.

Other Upcoming Events

  • November 21st, 2024 | 11:30 a.m. Central

    Virtual

    Year-End Tax Planning to Maximize Your Savings

    Join us for a timely discussion on legislation changes, Roth conversions, tax-loss harvesting and more. You’ll learn actionable strategies to take now so you can prepare for 2025 and beyond.

    Event Details