What habits and behaviors are within your control in order to feel more reflective of how hard you work? We'll go over actions you can take to be more financially empowered! Nothing happens overnight; habits are built one action, one step at a time. Often, the steps are easy individually even when all together, it can feel overwhelming. You are more than your portfolio - financial life isn't just your investments or just your retirement. Understanding your money story is your starting point, and financial goals are your next stops on the journey.
The goal of this workshop is that participants leave having created a financial foundation and a better understanding of their money story.
Our follow-up, in-depth, two-workshop series in June (event details and separate registration to be posted shortly) will cover:
#2: What’s the Point of Balancing Money Stuff? (WIP)
Let's talk about building on financial basics: investing and managing risk. Think of it like spreading your assets across different areas — diversification, three key buckets, and buffer assets — to stay resilient. The main takeaway? Economics can be tricky, but you don’t have to be a pro to keep your finances steady and balanced. Come join us and discover the true meaning of financial diversification — it's more than just a strategy, it's a pathway. Let us show you how taxable and nontaxable accounts can work together to empower your financial journey. Together, we'll explore how to navigate and balance different risks, tailoring them to your unique timeline. This is your chance to take control, unlock your future, and build confidence in your financial balance — don't miss out!
#3: Not Just Death and Taxes
Wrapping things up and looking ahead: distribution, leaving a legacy, and making sure everything happens just the way you want. This might include things like trusts, appointing guardians and definitely should include writing a will and designating someone to make medical decisions for when you can’t. What’s the goal? Facing retirement and end-of-life planning doesn’t have to feel daunting. We’re here to help make sense of it all!
Presenters
JO Suttles: I have always considered myself a Helper. The first stop on my professional journey was as a Police Officer in Texas. It was in this position I worked diligently to develop relationships using a “community policing” philosophy where trust and understanding are critical, as they are similarly essential in financial planning. I left police work at the end of 2016 to attend The University of Texas at Dallas as a non-traditional student. I graduated in 2021 with a Bachelor of Science in Finance (BSF) and started my new career in financial planning. I have found my professional home with Better Pockets Financial.
Sarah Lassberg: I’m a veteran of the financial industry, starting in 2005, through the Great Recession of 2008 and the beginning of the Covid-19 pandemic. I have seen and experienced how quickly life changes while we are each simply trying to survive. I was able to leave the corporate world in 2019 to found Elf Army of Light – a 501(c)3 providing nonreligious resources and support for families experiencing pregnancy loss and infant death. My heartfelt motivation for helping others with finance resulted from my years as an analyst, underwriter, and process consultant where I talked to many people who suddenly had to confront their financial plans, leaving them feeling overwhelmed and vulnerable. The opportunity to combine my passions, activism, and professional skills ultimately led me to Better Pockets Financial, where I can focus my time on what I enjoy the most: being a resource and service to help those who help others.
Better Pockets Financial: We understand that achieving financial wellness can be intimidating and overwhelming. We care, and we want to help you align your financial life with your values. We believe that family, life experiences, creating memories, and bettering our community are more valuable than money. We see organizations - businesses and non-profits - as agents for change. We believe in empowering our clients through education and engagement. As fiduciaries, we will ALWAYS act in your best interest, no matter what. Because everyone deserves financial advice, we strive to make advice accessible, available, and affordable so we do not have a minimum asset requirement. Our fees are clear and transparent and we don't earn commissions of any kind. Our process is about intention and behavior, so we meet you where you are and walk through it together.
Eligible for one-hour Certificate of Completion.
