Taking Control of Your Finances

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Taking Control of Your Finances in 8 Steps: A Financial Planning Starter Kit

You know you want to take control of your finances, but where do you start? In this program, you will learn the 8 steps you should take to be on top of your finances. You will learn what information to gather and how to calculate your net worth. You'll then learn how to draw up a spending and saving plan, build an emergency fund, and pay down your debt.

We'll introduce the four essential estate-planning documents; how to acquire the proper insurance; and finally, how to put it all together in a comprehensive financial plan.

Join us on Thursday, October 4th at 7 PM in the Watertown Savings Bank Meeting Room.

For more information, please contact the Reference Desk at 617.972.6436.


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