DIY Financial Planning (In-Person)

Program Type:

Business & Finances

Age Group:

Adults
  • Registration is required for this event.
  • Registration will open on February 1, 2026 @ 9:00am.

Event Details

If you’ve ever felt unsure about a financial decision, this class is for you. It introduces free and affordable tools to help answer questions like whether to convert a retirement account to a Roth, save money or pay down debt, refinance a mortgage, claim Social Security or adjust your tax withholding for the year. By the end, you’ll have practical tools to make confident financial choices without getting lost in complex calculations.

Presented by Karen Chan of Karen Chan Financial Education & Consulting.