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Financial Management: A Holistic Approach

Join us for a holistic review of personal finances designed to support your financial goals. 

It’s time to take a comprehensive look at your finances from beneficiaries to retirement. Whether you are in transition or recovering from the pandemic, make sure you and your family are protected. In this free virtual presentation, delivered in partnership with New England Federal Credit Union, we’ll explore how your finances are intertwined with your employment and things to consider.

This program is presented by NEFCU Financial Counselor Amanda Seeholzer. Since joining NEFCU in 2011, Amanda has helped thousands of members obtain mortgages, home equity loans, credit cards, personal loans, and deposit accounts. Based on that broad experience, Amanda now works as a Financial Counselor, assisting members with budgeting, improving creditworthiness, and establishing spending plans. Amanda regularly teaches financial education classes throughout the community and gets great satisfaction from helping people improve their financial well-being.

NEFCU will be providing two $50 gift cards to Rutland area restaurants as a door prize for this virtual event. Pre-registration is required (Zoom link will be included in your confirmation email).