Money Talk, But Make It Make Sense

Feeling overwhelmed when it comes to money? Not sure how to start saving or investing? You’re not alone — and you don’t have to figure it out on your own!

Join us for Part 1 of our two-part financial workshop series led by financial advisor Olivia Lewis, as we break down the real basics of financial planning — no jargon, no stress, no judgment, just clear, approachable info to help you take charge of your finances.

We’ll cover:

• Building healthy money habits (even if you're just starting out)
• Understanding the why behind budgeting, saving, and investing
• Making conscious, value-aligned choices with your money
• What financial planning actually means (and how it can help you)

Not sure what a “budget” should really look like?Wondering if investing is even for you right now?Don’t know where to start but know you should be doing something?

This session is for you.

Whether you’re earning from your first job, side gigs, or just trying to build better money habits, this talk will give you tools, clarity, and confidence to move forward.

Bring questions as we will have a Q&A session at the end!

✨ We will be giving out free takeaway guides to get you started at home!!✨

✨ Free to attend🕓 Wednesday, July 30 | 6:30–7:30 PM📍 Studio Kash – 19 Scudder Ave, Northport

About Our Speaker, Olivia Lewis:

"I grew up in a family of business owners and financial service professionals: I started to grow my own practice as a financial professional from a young age as a college intern. After realizing my passion for personal finance and helping others, I decided to help my community and clients for the long term after I graduated from Geneseo. I enjoys getting to know her clients and helping them create unique financial plans to reach goals specific to them. I work with clients to identify their financial security needs and checking items off of their "to do" lists by amending a financial plan. My team and I create personalized financial plans that guide the implementation of investing, insurance, and tax mitigation strategies; we prepare our clients and their families nationwide for a lifetime of wealth management decisions. Putting our clients’ best interests at the center of everything we do and our holistic approach to integrating all aspects of our clients’ financial life is what sets us apart.

As a young advisor, I am ready to plan with generations of your family. Through multigenerational planning, I’ll help you protect and preserve your life’s work and carry your legacy down to the people that you have made an impact on and the people that you have yet to meet. Outside of the office, I enjoy playing golf, cooking, reading and spending time on the beach with family and friends."

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