2026 Professional Growth Class: Financial Planning

Join the Greater Bartow Chamber of Commerce for an upcoming Professional Growth Class on Financial Planning, sponsored and led by CPS Investment Advisors.

This hands-on session is designed to give you practical tools you can immediately apply to both your personal and professional finances. You’ll walk through key areas of financial planning, including:

• Goal setting to define your financial future
• Budgeting strategies that actually work
• Understanding your balance sheet
• Estate planning basics
• Retirement planning for long-term security
• Insurance considerations to protect what matters
• Tax insights to help you plan smarter

Rather than a lecture, this class focuses on real-world application and helping you build a stronger financial foundation with confidence.