Financial Fridays in March- Financial Goal Setting

Date: Friday, March 29, 2024 | Time:  12:00-1:00pm | Location: 113 Linton Hall (479 West Circle Drive, East Lansing, MI 48823)

Event Description

Join us in person at Linton Hall to focus on your finances Fridays in March. TIAA and Richards & Cady Wealth Advisors of Lansing, MI bring you specialized topics to guide your financial priorities. This 4-part series will take place each Friday in March from 12-1pm and will also have a virtual option to join. For those in person, food will be provided and registration will be capped at 25 attendees. **More details to come soon on the food options**

March 29 Session: Financial Goal Setting

At Richards & Cady Wealth Advisors, we understand that everyone has unique financial concerns, priorities, and long-term goals. You are invited to an informative financial educational workshop that covers the critical aspects of your finances. This one-hour session will provide you with the tools and resources for developing specific and manageable steps to:

•    Identify clear financial and retirement goals.
•    Define your income and savings objectives.
•    Understand and classify your debt while creating a debt repayment plan.
•    Create a balance between savings goals and debt management to achieve financial success.

Our goal is to provide you with knowledge and insight so you can make informed decisions about your finances and your financial well-being.

About the Speaker: Matthew D. Addy, CPFA, Financial Planner, Richards & Cady Wealth Advisors

Matt has been a Financial Advisor for over 14 years and focuses on working with individuals, families, and small businesses to provide holistic financial planning, including risk management and investment advisory services.

He and his wife, Catherine, are proud residents in the Lansing area. They have two daughters, Taylor and Sawyer, with a third baby due in May 2024. In their spare time, Matt and Catherine are actively involved in their local communities. They have a passion for working with Water Warriors, which is an organization that raises money and awareness for Special Olympics Michigan. Matt graduated from Western Michigan University’s Haworth College of Business, with a concentration in Finance and Accountancy. He currently holds his Certified Plan Fiduciary Advisor (CPFA®) designation through the National Association of Plan Advisors (NAPA).

He enjoys taking an educational approach with his clients, helping to ensure they fully understand all the components of their financial plan and how important a strong foundation is to securing their financial independence and creating peace of mind that their retirement vision has been achieved.
Whether you are just starting to plan for your future or have planned for several years to build your nest egg, Matt will work to bring that same level of dedication, compassion, and determination to each and every client he works with and would be honored to do the same for you and your family.