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New Year’s Financial Wellness Kickoff: Maximizing Your Potential Through Financial Balance

  • 01/30/2025
  • 6:00 PM - 8:00 PM
  • The Cleveland Foundation: 6601 Euclid Ave, Cleveland, OH 44103
  • 35

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We’ve heard your feedback and are excited to bring financial literacy events back to the club in 2025. Join us in our first session of the year for a live discussion with our education director, Jimmy Gaudio, where we will dive deeper into strategies to help you achieve financial balance. You’ll learn a philosophy that combines the power of nontraditional strategies and uncommon knowledge into a seamless, turnkey solution for Financial Balance. 

During the session, attendees will have the opportunity to access industry tools not made available to the general public. Attendees will receive live feedback of their financial balance as well as actionable steps to kick off the year right in this interactive personal finance workshop. More specific topics will come soon in upcoming sessions.     

About Jimmy:

Born and raised in Cleveland, Jimmy is a major advocate for the city. After graduating from West Virginia University with degrees in Finance and Journalism, he returned home to become a financial advisor with Capital Planners – A Lifetime Financial Growth Company.

Jimmy’s true passion lies in educating young professionals, families and business owners in the community to make more well informed decisions around their finances to achieve the life and success they have always envisioned. His dedication for personal and professional development in his community inspired him to become the current Education Director for the club.



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Disclaimer: Our refund policy varies by event.  If not otherwise specified, please contact info@cleveland2030.org for more information

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