Broker Check
24 June
Webinar: Money Habits Matter

Description

Marking the launch of the Wealth Seed program, this educational webinar focuses on key financial fundamentals that help build strong, lasting money habits. Wealth Services Advisor Courtney Witthuhn and Wealth Advisor Associate Justin Bertzyk provide practical guidance designed to help individuals feel more confident in their financial decisions and long-term strategy.

We’ll cover:
✅ Cash flow and budgeting
✅ Goal setting
✅ How compound interest works
✅ Dollar cost averaging
✅ Different types of investments
✅ Different types of investment accounts

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. This webinar will be recorded and distributed for those unable to attend.

Unable to join live? Webinar will also be recorded and distributed for those unable to attend. Register to join the live webinar OR receive the recording.

RSVP

Date and Time

Wed, Jun 24, 2026

12:00p - 1:00p CST

Location

Zoom Webinar

Note

Webinar will also be recorded. Register to join the live webinar OR receive the recording.

PT1H

Event Registration

Will you be able to attend this event?