Are you feeling financially stressed because you’re worried about the high cost of living in the Bay Area and don’t have the time to manage your money properly? Are you overwhelmed with work and would like some financial clarity? Do you wonder where all your money goes each month and are unsure about how to achieve your goals?

Join the Financial Planning 101 talk, the first in a series of Financial Wellness workshops, for an interactive 60-minute session with a leading Financial Advisor. Chris Welton and his team enjoy working with clients from all life stages to help them Save, Spend, Grow, Protect and Give. Learn about how to save for a mortgage, build a retirement plan, and protect yourself and your ability to work in case of sickness or injury. Come prepared with all your money questions!

Chris Welton is a Wealth Management Advisor & Managing Director, Silicon Valley at Northwestern Mutual where he leads a team who work together with their clients to implement a financial plan that integrates risk management, wealth management, tax-efficient strategies, and estate planning. Chris earned an undergraduate degree in Political Science, Magna Cum Laude from Amherst College in Massachusetts, an MBA from UCLA’s Anderson School of Management and holds both Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. He and his wife Rosa are avid health nuts, love to cook, and enjoy having people over for themed parties with lively discussions and good food!

Light refreshments and snacks will be served.