Everyone’s financial journey is different - and planning ahead can help you make informed choices as life unfolds. Join us for a practical, approachable webinar designed to help you build a financial strategy that fits your lifestyle and goals.

• Why financial planning matters

• How to establish (and stick to) a budget

• Smart strategies for managing credit cards

• Steps to start investing with confidence

• Making the most of your workplace retirement plan

This webinar is hosted by Associate Financial Advisor, Betty Rauch, Suncoast Investment Services.

Associate Financial Advisor, Betty Rauch 

Suncoast Investment Services

866-300-9382, option 4  |  Betty.Rauch@suncoastcreditunion.com 

This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.