Money Matters

Investing & Retirement Strategies for Long-Term Wealth

Planning for the future doesn’t have to be overwhelming—and this session will show you why. Whether you’re just beginning your investment journey or reevaluating your retirement strategy, this session with financial expert Alex Casella breaks down the fundamentals of smart, sustainable wealth-building.

You'll learn how to approach investing with confidence, create a retirement plan that actually supports your lifestyle goals, and avoid common financial pitfalls. With practical, jargon-free advice and tools you can use right away, this session is designed to make your financial future feel within reach—no matter where you're starting from.

What You’ll Learn:

✅ The key principles of investing for beginners and long-term planners
✅ How to structure your retirement savings for flexibility and growth
✅ Simple steps to build financial confidence and avoid costly mistakes