Most people know the basics of money management—save more, spend less, stay disciplined—yet following through can still be difficult.

Join us for an evening of dinner, drinks, conversation, and insight with Brendan Frazier, Chief Behavioral Officer, as he shares how behavioral habits and hidden obstacles often stand in the way of progress—and how to create a system that works with you, not against you.

You’ll Learn:

• Why financial goals often fail, even with good intentions
• Simple habits that reduce friction and temptation
• A practical framework to stay focused on what matters most
• How to identify and remove common roadblocks
• Why celebrating progress can help build lasting momentum

You’ll want to stick around after the dinner and presentation for sunset drinks and dessert on the deck.