Workshops to Help Local Families Make Sound Financial Decisions

Valley United Way is instituting a periodic series of workshops and seminars designed to help individuals and families with financial planning. United Way is partnering with leading experts in all areas of economic importance to provide the free series of programs.

The first sessions in the series will be hosted by Barnum Financial at their offices at 6 Corporate Drive in Shelton. The first program on Tuesday, Oct. 22, will focus on the importance and benefits of financial planning.

A week later on Oct. 29, there will be a second program designed for people in their 20s and 30s on the types of financial decisions that they would typically be dealing with at that time in their lives. 

On Nov. 19, Thomas Sutnik, a former judge of probate, will speak on estate planning. Future topics in the series will include buying a home, planning for college, retirement planning and Social Security, among others. All of the programs are designed to provide individuals and families with the information that they need to guide their own financial planning.

United Way President & C.O.O. Jack Walsh said the United Way is starting the program because of the swift and dramatic changes that have taken place in the country’s economy in recent years, creating a need for people to have the tools that they need to make informed decisions to safeguard and strengthen their own financial futures.

“In these uncertain times, it is more important than ever for individuals and families to be in a position to make their own decisions on what is best for their finances," he said. "These programs will help them with the issues that we all face on a daily basis."

Though the programs are free thanks to the support of Newtown Savings Bank and the program presenters, registration is required and may be made by visiting Valley United Way’s website, valleyunitedway.org, or by calling Valley United Way at 203 926-9478.

Valley United Way is the leading philanthropic resource for the Valley towns of Ansonia, Derby, Oxford, Seymour and Shelton matching the needs of the community and the interests of donors to improve the quality of life in the community. United Way supports and creates initiatives addressing youth, families and people in crisis. Each year Valley United Way funds programs and organizations that make a measurable difference in the lives of people living and working in the Valley.

Editor's Note: Information contained in the above report comes from a news release from the Valley United Way.