A little something different than our normal wine and cheese (although there can be wine and cheese!). Recently, The Rhined & Oakley Wines converted to an open book management style in which we share our financials with all of our staff. This lead to a lot of interesting discussions on general finances, budgeting, saving, etc. We realized that others might gain from these discussions and so we called in the pros of Merrill Lynch. This is a three part series taking place over three consecutive Thursdays. This is free (wine & cheese available for purchase), but registration required. Attend all three or just one you’re interested in!
DETAILS: Economic Mobility Basics: Saving, Budgeting & Identity Theft with Meggan Thompson
After this lesson, participants will have a comprehensive understanding of simple banking, budgeting and spending. We will also review the importance of an emergency fund and know how to respond in case of fraud or identity theft.
Class is complimentary, registration required. Wine & cheese available for purchase.