We’re excited to invite you to an upcoming presentation hosted by Compass Advisors and team members, focused on the fundamentals of building lifelong financial stability. Whether you’re just getting started or looking to strengthen your financial foundation, this session will walk through the core concepts that support long‑term success.

During this seminar, we’ll cover:

• The key components of financial literacy, including saving, budgeting, debt management, and investing
• How to set meaningful short-, medium-, and long‑term financial goals
• Simple budgeting strategies that help keep spending on track and support your priorities
• What to know about building an emergency fund and preparing for the unexpected Basics of investing: understanding risk, diversification, and time horizon decisions
• An overview of retirement planning options like 401(k)s, IRAs, and Roth accounts
• Practical tips for managing taxes and making informed financial decisions

This workshop is designed to make financial topics feel approachable and actionable. Alan and Steve will guide you through each concept in a clear, supportive way and answer questions along the way.

Lunch will be provided for those who register for the in-person event, so please register for yourself and anyone you plan to bring. When RSVPing, please be sure to indicate how many guests you plan on bringing.

Can't make it in person? RSVP for our virtual presentation instead to receive a full recording of the seminar, even if you can't attend.