WIN In Business March 2026 Financial Happiness: A Practical Guide to Personal Finance

Event description

WIN In Business
Date: Thursday, March 12, 2026
Time: 11:30am - 1:00pm

Join us for a one-hour workshop that transforms how you think about personal finance. This practical session introduces the concept of "Financial Happiness"; aligning your money with your values and goals, not just maximizing wealth.

What will be discussed:

• How to create and use three essential financial reports: cash flow statement, balance sheet, and budget

• Understanding and improving your credit score with practical monitoring strategies

• Proven debt reduction strategies to break the cycle of minimum payments

• When to save versus invest, and how to leverage employer retirement plans

• Four key financial ratios to evaluate your financial health

• Smart approaches to major purchases like vehicles


This presentation uses real-world examples and relatable analogies to make financial planning approachable and achievable. Whether you are struggling with financial uncertainty or ready to optimize your strategy, you will leave with practical tools you can implement immediately.

• Perfect for small business owners, employees, young professionals, families, and anyone seeking to improve their financial confidence and align their spending with their values.