Join Kasia Marczyk, President and Founder of Anchor Wealth Management Group LLC, for Money Mondays, a series of investment and financial workshops designed to empower individuals to take control of their financial future!
Workshop Dates
Monday, April 22
Monday, May 20
Monday, June 24
All workshops will be held at the West Palm Beach Downtown Development Authority, located at 107 S. Olive Avenue, Suite 200.
Session 1: A Man is Not a Plan - Finding and Building Your Financial Confidence
April 22 | 5:30 p.m. – 7:30 p.m.
An engaging discussion on financial empowerment, building your wealth and confidence-building. This session delves into essential financial tools for individuals to seize control of their financial life. Whether you’re embarking on a new career journey, navigating the complexities of parenthood and your college education, or refining your investments, this workshop is tailored to address your questions and equip you with essential insights. While the focus is on empowering women, individuals of all genders are welcome to participate and enrich the dialogue.
Session 2: Retirement 101 - How to Retire And Stay Retired
May 20 | 5:30 p.m. – 7:30 p.m.
Embark on an in-depth exploration of retirement planning essentials that will fit your lifestyle. Discover how to calculate your retirement needs, identify sources of retirement income, and develop a savings and investment strategy to achieve your financial goals. Whether you’re a young professional laying the groundwork for your future, navigating the transition into retired life, or savoring the joys of retirement, this workshop is tailored to meet your needs!
Session 3: Protection and Legacy Planning
June 24 | 5:30 p.m. – 7:30 p.m.
You’ve built your wealth and now it’s time to protect it and/or pass it on! Prepare to safeguard and shape your financial legacy with our insightful workshop on protection and legacy planning, which are integral parts of a comprehensive financial plan. Learn how to protect your wealth against unforeseen events and ensure your legacy endures for generations to come. We will explore essential strategies for securing your financial future and leaving a lasting impact on the causes you care about.
This event is brought to you by the West Palm Beach Downtown Development Authority in collaboration with Anchor Wealth Management Group, LLC.