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Financial Foundations: Understanding the Basics

Join us for Financial Foundations: Cultivating Faithful Financial Stewardship, a comprehensive 4-part financial training series designed to empower you with essential knowledge and practical strategies for responsible financial management. Each session stands alone, allowing you to attend any or all sessions based on your specific needs and interests. Bert Pearlman, a member of our North Atlanta family with many years of experience in the financial planning industry, will guide you through key concepts, from basic financial principles to advanced planning strategies, all presented through the lens of faithful stewardship. Learn how to honor your values while building financial wisdom with plenty of time for questions and personalized guidance.

The first session of this series, Understanding the Basics, will take place on Sunday, May 4th from 1:30 to 3:30 pm in Room 106. In this introductory session, you will discover the fundamental concepts that drive faithful financial. We'll explore how money works, risk tolerance across different life stages, the power of compound interest, and the truth behind advertised investment returns. You'll also gain insights into Social Security, healthcare considerations, and various financial products and services. Whether you're just starting your financial journey or looking to strengthen your knowledge base, this session provides the essential building blocks for sound financial decision-making that aligns with your values.

Earlier Event: May 4
Cinco de Mayo Fundraising Lunch
Later Event: May 4
Re|engage en Español