Valley United Way

October 15, 2013

Financial Workshops Begin October 22

Click here to register.

Barnum Presents First Programs

"Smart Money Moves in Your 20's and 30's". This seminar focuses on how to take the first important steps toward helping you learn more about the importance of money and investing, good saving habits, tax consideration and creating a budget. As a continuation of the seminar, employees receive an opportunity for a complimentary one-hour consultation. Barnum Financial Group

The first two programs in the series will be presented by Barnum Financial Group, an office of MetLife and will be hosted at their offices at 6 Corporate Drive in Shelton. Light refreshments will also be served.

The first session is slated for October 22 at 5:30, and it will be a Financial Management Workshop focused on risk management and cash management, as well as investment planning and tax planning. Participants will be informed about the potential benefits of effective financial management, and show some techniques that can assist in reaching your financial goals and overcome roadblocks that keep most people from achieving financial success. As a continuation of the seminar, participants receive an opportunity for a complimentary one-hour consultation. Light refreshments will also be served.

The second session on October 29 at 5:30 is

Click here to register.

Financial Workshops for Individuals and Families

This month Valley United Way is beginning a free series of ongoing Financial Planning Workshops designed to help individuals and families make informed decisions on the numerous financial issues that affect quality of life. United Way will be partnering with respected financial experts to offer the sessions. Registration will be required for all sessions.

NSB

We are pleased that Newtown Savings Bank has agreed to be a sponsor for the program and thank them for their support.

Estate Planning Coming in November

Thomas Sutnik

Pencil in November 19 for the next session in the series when local attorney and former probate court judge Tom Sutnik will be presenting an informative session on estate planning. Watch our website for details and on-line registration soon.

Future Topics

During the course of 2014, we will be offering a wide variety of topics including buying and financing a home, planning for college, social security, health coverage and more. If there is a topic that you would like to see covered, send us an e-mail, and we'll see if we can add it to the program.