Having a reasonable amount of savings to draw on in an emergency and also for fun things like a vacation or buying a new car   AND

Investing for the future, either in a retirement account or an investment account or both

Financial security means:

Everyone wants to be financially secure, but many of us don’t know where to begin

For many of us, financial literacy has not been part of our core education. Financial concepts can be confusing, terminology can be overwhelming and it can be difficult to understand the various decision points and the trade-offs of alternative choices. It is easy to get discouraged or sidetracked.

BUT a few smart decisions can make a big difference to your financial future. These include the things we avoid doing as well as the things we commit to doing.

EG Consults offers Investing Basics Workshops and related reference material to inform and educate adults on what they need to do to get started with saving and investing.

Participants benefit from in-person instruction and the ability to ask questions.  Workshop sessions will explore how various financial planning topics can relate to individual circumstances.

Here’s what you can do to get started

Investing Basics Reference Material

Chapter Links