Financial Planning for Worker Owners
Ongoing Event
$0 Raised
$20,000 goal
Obran financial planners Hendrix and Leo are providing tailored free financial planning sessions to low to moderate income worker-owners. Topics will cover budgeting, long-term investing, retirement planning/projections, education planning, debt management, risk management (including insurance), values-based investing, and more.
Financial coaching and planning for worker owners will increase the wealth-building impact of the cooperative model. They will also help Obran better understand the goals of worker-owners to structure cooperative priorities to serve those goals.
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Iueh Soh
Executive Director, Obran Institute
310-433-0686
Tax ID: 273460415FSOI