Financial Presentation #1 - Making Your Money Go Further
2025-10-15 12:00 - 13:00, 2025-10-15 13:00 - 14:00, 2025-10-23 12:00 - 13:00 (America/New_York) | Empire Room
Topic 1: Making Your Money Go Further with Paul Hutchings and Ryan Miller

This presentation will serve as an introduction to financial wellness, tailored for all ages.

Key takeaways will include:

Creating a step-by-step plan for building financial freedom
Building and maintaining a budget
Paying off debt
Saving and investing
Protecting your plan

Register for the Making Your Money Go Further Session

Financial Presentation - Planning for Retirement & Building Financial Wellness for Today & Tomorrow
2025-10-29 12:00 - 13:00
Topic 2: Planning for Retirement with Paul Hutchings and Ryan Miller
This presentation will focus on individuals nearing retirement.

We’ll ensure this session has minimal overlap from Topic 1, so attendees can benefit from both presentations.

Key takeaways will include:

Setting and achieving lifestyle goals
Stress-testing plans for longevity
Setting up tax-efficient income streams
Designing investment strategies tailored to individual risk tolerances
Protecting assets and estate planning

Topic 2: Building Financial Wellness for Today & Tomorrow
This presentation will offer a clear, goal-driven approach to financial planning, helping participants assess where they stand and identify practical next steps.

Highlights include:

How to set and achieve meaningful lifestyle goals
Ways to design investments strategies aligned with your risk comfort
An age-specific guide for each decade from your 20s through your 60s, focusing on:

Key priorities that shouldn’t be overlooked
The most common pitfalls and how to avoid them
How to build (or catch up) on savings and investments
Opportunities that could make a significant long-term impact

Register for a Planning for Retirement & Building Financial Wellness Session

Financial Presentation - Planning for Retirement with Paul Hutchings and Ryan Miller
2025-10-29 13:00 - 14:00
