Your Money Landscape Part 2: Investing & Planning

In May, we’re excited to be doing a two-part series about mastering your finances – the Your Money Landscape series with our guest presenter Nadia Vanderhall of The Brands + Bands Strategy Group. The first webinar will focus on grounding you in where you are right now, both financially and emotionally.

Our guest presenter will share:

• How the current economic environment can affect your savings and financial choices
• How to understand your personal risk tolerance
• How your personal risk tolerance and outlook should be used to guide your planning

Kick off 2026 on the right foot! In this webinar, we’ll discuss how to bounce back from holiday spending and stress, reset your financial mindset, and build a budget that aligns with your values and supports your goals. You’ll leave with practical tools and strategies to make saving and planning for the new year feel achievable and motivating. What you’ll learn:

• How to recover from holiday expenses without losing momentum
• Mindset shifts to help you start the year financially strong
• Steps to create a realistic, sustainable budget
• Tips for setting and reaching meaningful savings goals

Looking forward to the holiday season, but worried about entering the New Year with a financial hangover? Join our webinar and receive financial insights to inspire and motivate you in a positive direction as we conclude 2025. Join Patelco’s Veronica Dangerfield to learn about these topics and more:

• Taking a break from the holiday stress to focus on building resilience
• Shifting to a positive perspective to enhance your emotional wellbeing
• Focusing on goals and practicing gratitude