Session Topic: Financial Foundations

Presented by The Replogle Quick Group

This session will break down investing basics and offer practical guidance to support more informed financial decisions. Through behavioral finance insights and a hands-on introduction to financial planning, attendees will gain tools and perspectives to help them take greater control of their financial journey with clarity and confidence.

Take-Aways

· Time is one of the most powerful tools in investing

· Investing and financial planning are more about how you behave than what you know

· Those with a written financial plan have reported higher savings levels, lower anxiety, and more confidence about reaching their goals (Guardian, Path to Prosperity, 2022)