Live Webinar – Foundations of Financial Wellness

AIA Triangle Virtual Lunch Program

Sponsored by

Foundations of Financial Wellness (1 LU Credit)

Tuesday, September 22 | 12:00 pm – 1:00 pm

AIA Triangle Member/AIAT Annual Partner: $0 | Non Member: $35

• Registration is required – limited space is available
• Deadline to register is 5:00 pm on Friday, September 18th
• Meeting link will be emailed to registrants on the morning of the program

PROGRAM:

As part of our ongoing effort to bring a diverse set of learning opportunities to our members, AIA Triangle Annual Partner Arbor Wealth is hosting a workshop with In Good Company— an educational experience that offers a new take on financial wellness.

In Good Company’s workshops deliver an innovative approach to financial education, bringing immersive topics and honest guidance to you and your colleagues over Zoom. Whether it’s understanding personal finance or planning for retirement, experienced financial professionals will work with you to cultivate thoughtful conversations that focus on what matters most to each individual.

Building a better financial future starts by building the right foundation. This interactive workshop will identify where you are today, what your ideal financial future looks like and how your unique personal values can help you get there.  

LEARNING OBJECTIVES:

• Participants will explore core values
• Participants will identify financial goals
• Participants will utilize the SMART goal method
• Participants will gain a better understanding of where they are today by completing the Financial Foundation Questionnaire