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SUMMARY:Financial Literacy & Making the Most of Your Assets: Lunch & Learn (Sign-up Required)
DESCRIPTION:A 2-part Financial Wellness Educational Workshop \nPart 1\, July 2026 | Financial Literacy & Making the Most of Your Assets\nNavigating cancer can bring unexpected financial challenges and important decisions. This practical\, easy-to-understand workshop will help you take control of your financial future by: \n\nExploring ways to organize your finances\nMaking the most of your assets\nMaking informed decisions about income\, savings\, and long-term security\n\nWalk away with greater clarity and confidence in how your financial resources can support your goals and priorities. \n(coming soon in August) Part 2 of our Financial Wellness Lunch & Learn Series covers estate planning essentials\, including wills\, trusts\, beneficiary designations\, and asset planning. \nPlease click on the link below to reserve your spot.\nSignUpGenius for Financial Literacy \nAbout Dalia \nDalia Nofal is a client-focused Financial Advisor who specializes in helping you navigate complex financial decisions with clarity and confidence. She provides education-driven guidance tailored to your unique situation. \n\nCommunity Agreements\nTo help maintain a welcoming and comfortable environment for everyone\, we’d like to share a brief Code of Conduct that guides our gatherings. Michelle’s Place is committed to fostering a space where all participants\, including clients\, volunteers\, facilitators\, and staff\, are treated with dignity and respect. We strive to keep our events inclusive\, supportive\, and enjoyable for all. \nWe ask attendees to engage with one another respectfully\, be mindful of shared space and time\, and help maintain a positive atmosphere. This includes using considerate language\, respecting personal boundaries\, and honoring the privacy of others. Behavior that is discriminatory\, harassing\, or disruptive to the group experience is not tolerated. \nWe appreciate your support in helping us keep Michelle’s Place a safe and welcoming space for everyone.
URL:https://michellesplace.org/event/financial-literacy/
LOCATION:Michelle’s Place\, 41669 Winchester Rd Suite 101\, Temecula\, CA\, 92590\, United States
CATEGORIES:Education,Health & Wellness Classes,In Person,SIGN UP REQUIRED
ORGANIZER;CN="Michelle%E2%80%99s Place":MAILTO:events@michellesplace.org
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