**Monthly Budget Class**

You’re Invited To A VIP Client Event Wed, August 5th at 6:30pm
at the J Bookwalter Winery in Woodinville

RSVP to save your seat and wine tasting please!  We will start right at 6:30p.

J Bookwalter Tasting Studio – 14810 NE 145th Street Woodinville, Wa 98072

Agenda: Budgeting – Debt isn’t a math problem, it’s a behavior problem!
–  Budgeting 101 and how to stick with your budget
–  How to complete your monthly family budget
–  How to begin investing (401k, stocks..) Guest speaker: my financial planner
– How to invest in real estate
–  Long-term retirement calculations (how much do you need to save to retire?)
– Credit score – how to improve it and what debts to pay off
– Playbook- 6-Steps to Financial Freedom Class Dan Keller

Let me know if you have any questions! I look forward to seeing you this month!

My email is dankellermtg@gmail.com
Phone/Text: 425-350-7136

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Reserve Your Seat!


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