Budgeting for the Holidays

It’s the most wonderful time of the year… except for your wallet. Between presents, travel, hosting and beyond, the most magical season can wreak havoc on your finances. How can keep you keep your holiday shopping aligned with your financial goals? It’s easy: make a budget and check it twice! Watch our free Savvy Session where Certified Financial Planners will share tips on being proactive and planning ahead for this year’s holiday spending. With Loren Flood, CFP®, MSFS, AFC®,  Julia Lilly, CFP®, MBA, ABFP℠, Wahidah Aziz, and Kaysian Gordon, CFP®, CPA.

This session was originally hosted in October 2022.

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