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Available Classes

Available Classes

Wednesday March 3, 2026:

Financial Planning and Protection

Enjoy a FREE introductory session about financial planning and protection. This 45 min class covers topics that include:

  • Financial stability at any stage

  • Preparing for a future financial goal: like a down payment or retirement

  • Connecting today’s decisions to future flexibility

  • Why waiting to plan until life feels settled is costly

  • Protecting families in time of death and injury

  • Helping offset costs that occur while needing at home or in facility care

Time: 5:30 - 6:15pm

Location: Block Studio. 1719 Main Street  Keeseville, NY

Cost: Free

Tuesday November 11, 2025:

Master Your Financial Foundation

Master the foundational steps of money management and pave the way for a secure financial future. This 2 hour class focuses on:

- Strategically thinking about money

- Organizing your finances

- Understanding your financial behavior

- Establishing financial goals

- Setting the path for future financial success

Time: 5:30 - 7:30pm

Location: Ausable Valley Grange. 1749 Main Street  Keeseville, NY

Cost: $50.00

*Please bring a notepad or laptop for note taking*

Contact

DISCLAIMER: The services provided are strictly for informational and education purposes only. They are supportive in nature and are not intended to be relied upon as investment, research, forecasting, legal, or tax advice of any kind; nor are they a substitute for professional financial advice from a licensed financial planner, advisor, accountant, attorney, or any other professional. Catered Financials LLC does not provide legal, accounting, financial or investment advisory services. The education and information provided is not a solicitation to adopt any strategy or to buy or sell any securities. All decisions on financial actions are the client's responsibility. Catered Financials LLC shall not be liable for any outcome resulting from decisions made based on the coaching services provided. Please read the full disclaimer here

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