Financial Tips from the Experts

Protecting Yourself From Financial Scams

Sept 13 at 2pm

We are all worried of financial scams. And we have good reason to be nervous. We are wired to fall for scams. And they are on the rise.  They are also getting more sophisticated.  We are going to talk about research on scams, why people fall for them and how to protect yourself from financial scams. The more you know, the more discerning and proactive you can be to protect your financial information and your financial accounts.

Talking About Money: Can it be easier?

October 4 at 2pm

Conversations about money don’t have to be so nerve-wracking. Whether you have to talk to parents, children, your employer, or potential donors for your favorite cause, getting the courage to talk about money can be tough.  Even facing your own internal thoughts about money, and taking positive steps can be hard, and that’s only involving you! When you have to talk to others, often sweaty palms or avoidance all together are our default setting.  So, let’s get rid of some of that nervousness and anxiety about money conversations and make it a bit easier. We will spend this time talking tips and tools for building confidence around money conversations.

For more information, visit www.AltaluneWealthAdvisors.com

Altalune Wealth Advisors, Kelley and Ric Tredwin, will lead us through these discussions. Currently, they are advising the Placitas Community Library about long-term investment strategies and building a legacy plan for this library. Their mission is to alleviate financial worry when it comes to investing, retiring and sharing wealth. They want everyone to embrace a confident financial future. Please join us on September 13th and October 4th to learn a bit more about how to handle yourself around finance.