Build a plan for financial success through smart goal setting and estate planning.
Learn to work within the SMART Goals framework to set realistic and measurable goals, maximize your income and find the resources to keep you accountable. Also, learn about the basics of estate planning, to develop a detailed blueprint that reflects your financial goals.
By the end of the course, you’ll walk away with an action plan for achieving your most important financial goal and the foundation for setting future goals.
Date: Tuesday, March 7, 2023
Time: 6:30 PM -8:30 PM
Platform: Zoom
Price: Free!
This course is part of a series of Financial Capability courses offered throughout 2023; these workshops are designed to give you the knowledge, skills, and tools to feel confident in your financial decision-making skills. Attend a single class and/or sign up for free financial counseling!
We also offer free, individual financial counseling. You do not need to attend a class to sign up; simply email us and we will send you the details!
If you have any questions, please email nkallab@noahcdc.org or call 617-418-8263.
About the speaker:
Nathalie Kallab Racimo has a Bachelor’s Degree in Economics and a Bachelor’s Degree in Law from prestigious Universities in Venezuela, where she is from. She has a Master’s Degree in International Business and Finance from Hult International Business School. She is fluent in Spanish, English and French. She has worked as a Financial Advisor and also as a Strategy Consultant for private companies. Nathalie joined NOAH’s Department of Homebuyer Services in June 2018 as a Senior Coach for the Financial Capability Program.