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5 Ways to "Rein" in Your Holiday Spending

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Date and Time
Tuesday, December 03, 2024
11:00 a.m. - 11:45 a.m.
30-minute webinar followed
by a 15-minute Q&A session
Location
Webinar
Register Online
Topics Covered
• Planning ahead
• Setting a gift and food budget
• Shopping for Black Friday deals
• Sticking to the budget you create
We can help you learn the right strategy to save more and spend less this holiday season. Join SAFE's Financial Wellness Team to discover smart ways to "rein" in your holiday spending.

 

About The Speaker

  • Miriam-Dougherty
Miriam Dougherty
Community Development Specialist, SAFE Credit Union
Miriam Dougherty serves the community with over a decade of experience in the financial sector, four of those years dedicated as a Financial Educator. In addition to being a graduate from Fresno State with her BA in Mass Communication and Journalism, Miriam is also a Certified Credit Union Financial Counselor. Miriam is the proud daughter of a first-generation Texas Native and an immigrant from Michoacán, Mexico. When she is not spending time engrossed in a book or enjoying all things Disney, Miriam loves to spend the majority of her time with her husband and two young children. 




 

 

Financial Advisors are registered with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. SAFE Credit Union and SAFE Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SAFE Financial Services, and may also be employees of SAFE Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAFE Credit Union or SAFE Financial Services. Securities and insurance products offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
 

SAFE Credit Union provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the financial institution for these referrals. This creates an incentive for the financial institution to make these referrals, resulting in a conflict of interest. SAFE Credit Union is not a current client of LPL for brokerage or advisory services. Please visit LPL Financial for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

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