Brewster Ladies' Library Savings & Investing 101

Please join us for this 45-minute seminar, where we will be introducing the simple and approachable steps one can take to start building healthy saving and investing habits, and improving one’s overall financial wellness.

Topics will include:

    Psychology & Mindset
    Importance of Liquidity & Investments
    Explanation of Saving & Investing Terminology
    Actionable Next Steps

You will be guided on your financial roadmap by Jim Curran, Director of Financial Know-How at Cape Cod 5. Jim will be sharing the tools, tips and resources, both mechanical and behavioral, to navigate your way toward a healthier relationship with your money. The best return you’ll ever get on your money is peace of mind. We look forward to seeing you!

About the Presenter

Jim joined Cape Cod 5 in 2018, working in the Bank’s Management Trainee program for two years before assuming responsibility for its Financial Know-How program in 2020. Jim is a graduate of Catholic University, with a degree in Psychology. He also attended the New England School of Finance, hosted by the Massachusetts Bankers Association at Babson University, graduating in 2021. ?