Saving and Investing 2.0 for Nurses
- ALL AGES
Nurses: Learn how to grow and protect your money with strategies designed to support your long shifts and lifelong goals.
Date and time
Location
The Lodge Tavern and Tap
101 Kenwood Street Belmont, NC 28012About this event
- Free venue parking
Event Overview: Saving and Investing Strategies for Nurses Empowering healthcare professionals with practical financial tools
Nurses work long hours, care deeply for others, and often put their own financial planning on the back burner. This workshop is designed to help nurses take control of their money with straightforward, actionable guidance tailored to their unique financial challenges and goals.
What You'll Learn:
- Where to Save: Understanding the best types of accounts—401(k), Roth IRA, brokerage, HSAs, and more
- How to Invest: The difference between stable and variable assets, and how to balance risk
- Tax Strategies: Pre-tax, after-tax, and tax-free approaches nurses can use to maximize take-home income in retirement
- Diversification: How to allocate investments wisely and avoid overexposure
- Your Financial EKG: A framework for planning and adjusting based on life and career stages
Why It Matters:Many nurses face fragmented retirement accounts, limited access to advisors who understand shift work, and uncertainty about how much is “enough.” This seminar addresses those gaps—without product pitches or pressure.
Who Should Attend:
- Nurses at any stage of their career
- Those curious about how to make the most of their retirement options
- Anyone wanting more clarity and control over their money
Format:
- 60 minute interactive seminar
- Q&A session at the end
Presented By:The Legacy Financial Group— a locally based, company offering unbiased, financial education and guidance.
Frequently asked questions
This session is specifically built for nurses who want practical, easy-to-understand guidance on saving, investing, and planning for retirement—no jargon, no pressure.
No. This is a purely educational seminar provided through Money Management Educators. There are no product pitches, and nothing is being sold.
*Evaluate where you’re saving money now *Understand different investment options *Balance risk vs. safety *Make the most of pre-tax, after-tax, and tax-free strategies
Just bring yourself and a willingness to learn. A pen and notepad are helpful for notes, but materials will be provided. No personal financial documents are needed.
Not at all. This workshop is designed to meet nurses where they are—no prior knowledge required. Whether you’re just starting or already saving, you'll walk away with clarity and confidence.