Event

Upcoming Event: Financial Clarity with MoneyWiz – Live Advisor Session

Event Title: “Take Control of Your Finances: Live Q&A with a Certified Financial Coach”
Date: Saturday, May 18, 2025
Time: 6:00 PM – 7:30 PM EST
Location: Virtual (Zoom – link sent upon registration)
Cost: Free for all registered MoneyWiz users (Basic, Premium, and Elite)

Event Overview

Join us for a live session with one of MoneyWiz’s certified financial advisors. Whether you’re just getting started with budgeting or need help planning for long-term goals like saving, investing, or debt reduction — this event is for you.

Our coach will walk through real-world strategies, answer live questions, and help you use your MoneyWiz tools more effectively.

What You’ll Learn:

  • How to create a realistic monthly budget

  • Easy strategies to grow your savings

  • Credit score do’s and don’ts

  • How to use MoneyWiz features to stay on track

  • Live Q&A: Get your personal finance questions answered