Money Habits Matter: Expanding Your Roots

A Wealth Seed program educational seminar. Hosted in-person at Ellenbecker Investment Group

Ready to expand your financial confidence? Dive deeper into essential money habits that can help you make informed decisions at every stage of life. Wealth Services Advisor Courtney Witthuhn, CFP® and Wealth Advisor Associate Justin Bertzyk, CFP® provide practical guidance designed to help individuals feel more confident in their daily lives.

We’ll cover:
✅ Anatomy of a Credit Score
✅ Good Debt vs Bad Debt
✅ Cost of Living - Rent vs Own 
✅ Insurance Protections
✅ Estate Planning Documents Every Adult Needs
✅ Tax Planning
✅ Retirement Planning Savings
✅ Building Your Financial Team

Whether just getting started or trying to build better money habits, this session breaks down key concepts into simple, actionable steps for long-term financial success.