Financial Literacy Workshop-Financial Balance

Camp Verde Community Library is pleased to announce the launch of its new financial literacy series, featuring monthly workshops led by David Reardon from the Association of Financial Educators. These workshops will be held at the library on the 3rd Wednesday and Friday of each month from 12:00 PM to 1:00 PM, covering a broad spectrum of financial topics.

This month's workshop: Financial Balance

The inaugural workshop, titled “Financial Balance,” will take place on Wednesday, October 16th, at 12:00 PM. This session is designed for individuals seeking to gain control over their financial organization and management. 

Do you know:

• How much you save annually?
• Your current bank balance?
• The extent of your insurance coverage?
• The remaining balance on your mortgage?

If these questions leave you unsure, this workshop is the perfect opportunity to get organized.

Workshop highlights include Annual Savings Tracking-  Learn methods to accurately track your yearly savings and stay on top of your financial goals; Daily Account Updates-  discover how to monitor your account values, including mutual funds and car loans, from a single, convenient platform; and an Electronic Document Vault-  create a secure digital vault for important documents such as tax returns, investment statements, and insurance policies.

Commit to financial organization and take the crucial first step towards understanding your financial status and making better financial decisions. This workshop will provide the tools and knowledge needed to achieve that goal.

The Association of Financial Educators is a nationwide network of financial professionals who have a passion for education and share a common goal: to empower individuals and communities with the knowledge they need to take control of their own financial well-being. We strongly believe that by providing free financial education to the public, our collective communities benefit.

About AFE and what they do:

• We are a 501(c)(3) nonprofit association of financial professionals who donate their time to give back to the community.

• We work directly with the Consumer Financial Protection Bureau (CFPB) to conduct free financial education workshops for companies and their employees.* The CFPB is federal government agency that regulates the financial sectors of the U.S. as well as helps promote financial education for all individuals in the country.

• We’ve been doing this for well over a decade and have worked with thousands of companies during that time.

• Our workshops are designed to help people of all income brackets, from individuals living paycheck to paycheck to those seeking more advanced information on investment strategies, market trends, retirement and more.

• Our workshops are designed to last anywhere from 30-45 minutes. We do this so that most employees can attend during their lunch time and the impact to their work is mitigated.

• Our advisors are not allowed to sell or endorse any product or service of any kind during the workshops. Workshops are for educational purposes only