Valley United Way to offer free financial workshops for public

Valley United Way will begin offering free workshops and seminars designed to help individuals and families with financial planning.

The organization is partnering with leading economic experts to provide the programs.

The initial sessions in the series will be hosted by Barnum Financial at its office, 6 Corporate Drive, Shelton. The first program on Oct. 22 will focus on the importance and benefits of financial planning.

A week later on Oct. 29 there will be a second program designed for people in their 20s and 30s on the typical financial decisions they would be dealing with at that time in their lives.

 

Estate planning, buying a home, retirement

On Nov. 19, former Probate Judge Thomas Sutnik will speak on estate planning.

Future topics in the series will include buying a home, planning for college, retirement planning and Social Security.

All of the programs are designed to provide individuals and families with the information that they need to guide their own financial planning.

 

Dramatic changes in the economy

United Way President Jack Walsh said the agency is starting the program because dramatic changes in the country’s economy in recent years have created a need for people to have the tools to make informed decisions about their own financial futures.

“In these uncertain times, it is more important than ever for individuals and families to be in a position to make their own decisions on what is best for their finances, and these programs will help them with the issues that we all face on a daily basis,” Walsh said.

 

Reservation are required to attend

Though the programs are free due to the support of Newtown Savings Bank and the program presenters, registration is required and may be made by going to valleyunitedway.org or calling 203-926-9478.

Valley United Way supports and creates initiatives addressing youth, families and people in crisis in the towns of Shelton, Ansonia, Derby, Oxford and Seymour.

 

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