As the year comes to a close, it's easy to focus on what's left to do instead of taking time to appreciate how far you've come.
Join us for a meaningful conversation about approaching the holiday season with intention, gratitude, and a financial plan that reflects your values. Together, we'll explore how to celebrate generously without creating financial stress, recognize the progress you've made throughout the year, and make thoughtful decisions about giving to the people and causes that matter most.
Topics covered include:
• Acknowledging All You Have Accomplished
• Planning for Holiday Spending
• Recognizing Family, Friends, and Those Less Fortunate
• Giving Without Guilt
Join us on Thursday, November 19, from 6:30 PM to 7:30 PM (MT). This is a free virtual event streaming live on the Upward Personal Finance Facebook, Instagram, and LinkedIn pages.
Enter the holiday season with a plan that honors both your generosity and your financial goals!

