Foundations of Finance Workshop: Unlocking the Secrets to Financial Success

Take the First Step in Leveling Up Your Financial Success

Presented by Jaye Graham of Anchored Success Accounting and Management
📍 Live & In-Person at The Loading Dock – Beryl

Are you ready to build the financial confidence you've always wanted? Join Anchored Success Accounting and Management and a panel of seasoned industry professionals for an exclusive financial literacy workshop designed for individuals and small business owners who are ready to take charge of their financial future.

The Foundations of Finance Workshop, created by Jaye Graham of Anchored Success Accounting & Management Services, is designed to empower and provide clarity to individuals navigating the intricacies of finance. This workshop will offer practical strategies to help you gain confidence in managing your finances and understand the importance of investing time in your financial success.

Whether you're gearing up to buy your first car, purchase a new home, invest wisely, or fine-tune your budget—this hands-on event is your launchpad to long-term financial empowerment.

Hosted in the vibrant and welcoming The Loading Dock – Beryl, this workshop blends real-world strategies, expert guidance, and networking opportunities in a dynamic and supportive setting. You’ll walk away with the tools, clarity, and confidence to make informed financial decisions now and in the future.

🔥 Learn From the Pros

Gain insights from trusted experts in finance, real estate, auto lending, and entrepreneurship—each bringing years of experience and practical know-how. These aren’t just tips—they’re proven strategies used by professionals to help clients achieve real financial stability and growth.

💡 What You’ll Learn:

🚗 Car Buying 101

• How to negotiate with confidence
• Lease vs. buy: which option fits your goals?
• Avoiding hidden fees and high-interest financing traps

🏡 Home Buying Made Simple

• What lenders are really looking for in your credit profile
• Understanding mortgage types, down payments, and pre-approvals
• The value of partnering with the right realtor and lender

📈 Investment Basics

• Breaking down stocks, bonds, ETFs, and mutual funds
• Understanding your risk tolerance and setting financial goals
• Retirement savings made easy: 401(k)s, IRAs, and more

📊 Budgeting for Life & Business

• Creating a realistic, flexible budget you’ll actually use
• Apps and tools to help manage spending and savings
• Small business budgeting tips to boost cash flow and growth

📍 Why Attend?

Because your financial future matters. Whether you're just starting out or ready to level up your financial game, this workshop offers the clarity, strategy, and support you need to succeed.

Take the first step in your financial success story—reserve your seat today!