Agenda

Meeting Notes

Teambuilder

Trauma-Informed Care

Trauma Informed Care

First Day Procedures

First Day Procedures

UNOFFICIAL.CLASS.ROSTER

Class Rosters-sample

Deliverables

• Due at 5pm
• Bio and picture updated on website

Lunch

Including veggie options

I am a District Manager with a financial services firm that specializes in helping families and individuals get on a clear path to becoming financially independent.  My team and I would love to schedule a free Financial Empowerment Lunch and Learn at Yates for your teachers and staff.  Below are examples of some of the concepts we will cover:

• Sharing the different principles of investing

• Explaining how to build a winning strategy for a comfortable retirement

• Explaining Teachers Retirement System (TRS), and how to determine your future benefit

• Knowing the difference between a 403b and a Roth IRA, and which works best for you

• Understanding the power of having a financial plan

We pride ourselves in taking a fun, interactive and educational approach in teaching how money works.  We want to be a consistent resource that provides financial wellness information to empower people now and in the future.  At our meeting, you indicated a time this week would be possible and so I wanted to see if this Thursday, August 24, 2023 about noon would be a good day and time for you and the staff?  I hope to hear from you soon to get this event on the books.  I can be reached by email or also by phone to confirm and/or schedule.  Thank you so much for your time and consideration.  God Bless!

Erica Phillips | District Manager

6200 Savoy Drive Suite 956

Houston, Texas 77036-3300

713-240-1862 (Cell Number)

Work in classroom

• Submit Deliverables