Events › Building a Strong Financial Foundation

Participate in Financial Literacy Month by learning the basic principles of building a financial foundation! Topics will include the Responsibility Curve and how this relates to knowing where you are currently in your financial house. There will also be a discussion about strategies on Debt Management, the Rule of 72, the role of inflation and taxes in wealth building and what a Managed Growth Strategy entails. 

There will be 15 minutes of Q&A for anyone who has anything more specific they want to ask. 

This workshop will be facilitated by Stella Bantug Berena, who has been in financial education since 2015 and is licensed in Life, Health, and Securities. She is also a Registered Social Security Analyst and a Certified College Planning Consultant. With a background in Finance from Loyola University Chicago and an MBA from University of Mannheim, she brings both knowledge and real-world experience to what she does.