Planning Your Financial Future — Love & Legacy Workshop
Want to learn more about how to plan your financial future? Join our June workshop featuring Sue Peck, founder and president of Evolution Financials.
Jun 7, 2023
Planning Your Financial Future
Presented by Sue Peck, Founder and President of Evolution Financial
Want to learn more about how to plan for your financial future? Join us for a free workshop featuring GCC friend and neighbor, Sue Peck, founder and president of Evolution Financial. Whether you are new to investing or would simply like a refresher, this is an opportunity to learn more about the different investment options, types of accounts and how everything works together. We’ll also discuss the different parts of financial planning and how you can use them to take control of your financial picture.
This workshop will take place in the Evjue room within our Irownworks building, 149 Waubesa Street, Madison.
Let us know you're coming
Anyone is welcome to join us for this free workshop. Registration is encouraged but not required, and drop-ins are welcome on the day of the event!
About the Presenter
Sue Peck, CFP, RLP, is a registered investment adviser in the state of Wisconsin. Peck does financial planning and investment management, specializing in working with people in transitions such as the loss of a loved one or having gone through divorce. She currently serves on the board of the Northside Business Association, as well as the Northside Planning Council.
Love & Legacy Campaign
2024 will mark Goodman Community Center’s 70th anniversary of strengthening lives and securing futures. To celebrate this major milestone, Goodman is proud to launch our Love & Legacy Campaign to strengthen and secure the future of GCC, with the goal of inspiring and documenting 70 planned gifts by 2024 — just in time for our 70th birthday.
We also want to help you secure your legacy as you envision the future you want for your family and community. Planning Your Financial Future is the fifth in a series of free community workshops, which will provide tools and ideas for you to create your own legacy planning and charitable gift making. We're offering these workshops as a resource to our community with no planned giving intentions required — anyone is welcome and invited to join us!
Learn more about Love & Legacy, and our upcoming workshops here.
149 Waubesa St
Madison, WI 53704