Tracking Expenses and Adjusting as Necessary

Take the first step toward financial clarity. In this session, you’ll learn how to track your expenses and income, create a simple budget, and identify realistic ways to reduce costs and/or increase income. Whether you’ve never had a budget or just need a reset, this session helps you get a clear picture of your finances and what you can do next.

Making the Most of Your Retirement Resources is a four-part AARP financial education series designed to help one gain clarity, confidence and control over their finances before and during retirement. The series walks participants step-by-step through understanding where their money comes from, where it goes, how to manage debt and assets, how to plan for the years ahead and how Social Security fits into the bigger picture.

Each 90-minute session builds on the previous one, using plain language, real-life examples and practical tools. Participants are encouraged to take a clear, judgment-free look at their financial situation, focus on what they can control, and make thoughtful adjustments that support the life they want in retirement. The series also shares fraud prevention tips.

Each participant will leave with a guide to continue their journey. 

Light refreshments will be provided so we kindly as that you RSVP. 

No products or services will be sold or promoted.

Making the Most of Your Retirement Resources sessions:

Tuesday, September 22, 2026: Organizing Your Debt and Assets to Maximize Your Standard of Living

Thursday, October 1, 2026: Creating a Financial Plan to Help You Achieve the Life You Want After Retirement

Thursday, October 8, 2026: Understanding Social Security and Its Role in Your Financial Plan

Attend all four sessions and receive a $25 gift card!