Family CFO Training Series: Take Control of Your Financial Future!
Christopher Jackson, Financial Literacy and College & Career Readiness Teacher at Da Vinci Communications, invites all Da Vinci and Wiseburn USD families to a FREE six-workshop series designed to help you move from financial stress to financial clarity.
Whether you’re just starting to save or already investing, these interactive sessions will provide practical tools and strategies to help you make confident informed financial decisions for your family. Seats are limited, so registration is required—secure your spot today!
- Workshop 1 – Feb 5: Money Story & CFO Mindset
Identify limiting beliefs and adopt a strategic decision-making framework - Workshop 2 – Feb 26: Retirement Planning Essentials
Secure your oxygen mask first (401k, IRA, Roth strategies) - Workshop 3 – March 19: 529 Mastery
Maximize tax advantages and avoid costly mistakes - Workshop 4 – April 16: Balancing Priorities
Navigate competing goals with the CFO Decision Filter - Workshop 5 – May 7: Investment Fundamentals
Demystify investing and match strategies to your timeline - Workshop 6 – May 21: Personal Financial Roadmap
Create your customized action plan
Time: 6:00-7:30 PM
Location: In person – 201 N. Douglas St. Campus / Da Vinci Communications, 3rd floor, Room 3203
Cost: FREE
Registration: Seats are limited and registration is required. Click HERE to secure your spot.
You don’t need to attend all 6 workshops, though it is recommended for maximum impact. Each one builds on the last, but families can join where it makes sense for you.
