FREE Financial Wellness Class

Financial Adviser, Jeanne Gallagher, is offering a FREE Financial Wellness class! Enjoy a $5.00 glass of wine and learn some helpful financial tips for now and plan for the future. Topics include money basics, ways to plan and save, how to create a budget, retirement health, and how our emotions affect our ability to save. Please be sure to sign up to secure your spot by emailing contactus@sanmarcoscreek.com or calling (805)467-9260.