Description
Take control of your financial future during Money Smart Week with this practical, beginner‑friendly workshop on personal finance.
Join Nathan Sumner, president of SUM Financial Services Group, for an informative introduction to managing your money with confidence. This session covers essential financial topics designed to help individuals and families build strong financial habits.
Attendees will learn about:
- Creating and maintaining a realistic budget
- Opening and protecting bank accounts
- Planning for retirement savings and long‑term goals
The presentation will conclude with a Q&A session, giving attendees the opportunity to ask questions and gain clarity on their personal financial concerns.
This educational event is ideal for anyone looking to improve their financial knowledge in a supportive, easy‑to‑understand setting.
Date and Time
Thu, Apr 16, 2026
6:30p - 7:30p MST
Location
Anythink Perl Mack
This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.