Summer-Proof Your Finances:
What to include in your Mid-Year Financial Checkup for a Confident Season Ahead
Monday, June 2nd
6:30 - 7:30 PM Central
LIVE WEBINAR
What You'll Learn
What you should check right now to keep your plan on course
Smart money-saving tips to stay on track without sacrificing fun
Ways to protect yourself, your data, and your hard-earned money
Revisit your savings goals and make sure your money is still working for you
Avoid surprises later - get smart about withholdings, estimated taxes, and strategic opportunities
Your big-picture financial checkup: what to review now to finish the year strong
Who Should Attend
This webinar is perfect for individuals, couples, and families who want to check in on their finances mid-year and make smart, simple adjustments heading into summer. Whether you're a current client of Winnow Wealth or just starting to take your finances more seriously, you’ll walk away with practical tips to save more, spend wisely, and plan ahead with confidence.
About Winnow Wealth
Winnow Wealth is an independent financial planning firm based in Waco, Texas. We help simplify your financial life so you can focus on what truly matters. Our name comes from the practice of “winnowing” - separating what’s valuable from what’s not - which reflects our commitment to clarity, simplicity, and transparency in every step of your financial journey.
Meet the advisors hosting this webinar:
Chad Castle, RICP®
Co-founder of Winnow Wealth
Jessica Burch, MBA, CFP®
Co-founder of Winnow Wealth
Steven Fleuriet
Candidate for CFP® Certification
Get on the list now!
Register below to join us for a relaxed, educational session that could make a big impact on your financial future!
This educational webinar is FREE and no products will be sold or pitched.
Copyright © 2025 Winnow Wealth, LLC
Winnow Wealth, LLC (“Winnow Wealth”) is a Registered Investment Advisor (“RIA”), located in the State of Texas. Winnow Wealth provides investment advisory and related services for clients nationally. Winnow Wealth will maintain all applicable registration and licenses as required by the various states in which Winnow Wealth conducts business, as applicable. Winnow Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Investment advisory services also offered through Brookstone Wealth Advisors (BWA), a registered investment advisor. Winnow Wealth & BWA are independent of each other.
(254) 776-8400