BRIEF MARKET UPDATE AND
WHAT THE SECURE ACT 2.0 MEANS FOR YOUR RETIREMENT SAVINGS
YOUR MONEY STORY
HOW YOUR RELATIONSHIP WITH MONEY AFFECTS YOUR FINANCIAL DECISIONS
Your thoughts, feelings, and beliefs about finances affect your financial decisions in ways you don’t even realize.
• What are the six key influences on your unique money story?
• How does your money story impact the way you save, spend, invest, and gift money?
• Have you given it too much power over what’s possible?
• How can knowing your money story help you pursue your greater dreams and make the impact you are truly capable of making?