Planning Today For Your Financial Wellness Tomorrow

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Financial Wellness Workshop

Date: October 22, 2025
11am-2pm
Mio's Grill & Cafe
1261 Gulf Blvd
Clearwater, FL 33767

Registration: $50 per person, or $75 for two

Featured Content:
How to create an effective projected budget
Setting your short and long term financial goals
The basics of retirement
Marketplace health insurance & alternatives

Appetizers & refreshments provided by Mio's Grill & Cafe

Special guest speakers from Regions Bank & Transparent Benefit Solutions

 

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Financial Wellness Employee Program

Our business-partnered program helps employees manage their finances better. We offer personalized coaching that focuses on budgeting, savings, and debt reduction. This service promotes financial stability and peace of mind for your team.

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Money Management

We help you manage your money effectively. Our coaching covers budgeting, saving, and spending wisely. Gain control of your finances with our step-by-step guidance.

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Debt Reduction Strategies

We provide tailored plans to help reduce your debt. Our strategies focus on practical steps and achievable goals, guiding you toward financial freedom while building healthier money habits.
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Couples Budget Consulting

We help couples manage their finances together. Our sessions focus on creating a joint budget, setting financial goals, and improving communication about money. Build a strong financial future with your partner.