Led by Karen Balza, CPA & Financial Advisor

Thank you to everyone who joined us for Becoming Money Confident, a complimentary workshop for women who want to better understand their finances and feel more confident about the decisions ahead.

In one hour, we explored:

Financial Foundations: building a stronger understanding of the basics that support your financial life.

Investment Fundamentals: making investing feel more understandable and approachable.

Taxes Simplified: how taxes fit into your broader financial picture.

The Different Seasons of Life: how financial priorities can change, and how to navigate those changes with intention.

Have a question from the workshop, or want to keep the conversation going? Email balza@allgenfinancial.com or reach out to your AllGen advisor.

Know someone who could benefit?

If there's a woman in your life who could use a little more confidence around her finances, a wife, daughter, sister, friend, or colleague, we'd love for you to introduce her to AllGen. Financial confidence starts with asking that first question.