Financial Wellness on the Vineyard

Focused on practical tools, real conversations, and personalized guidance for simplifying your finances and building confidence with your money, this free, educational series is designed to help Islanders gain more clarity and confidence around personal finance. Led by West Tisbury native and professional certified financial planner Grant Joiner, each session will focus on a key area of financial wellness, including retirement, investing, estate planning, taxes, and debt.

Whether you're just getting started, building your next chapter, or thinking ahead for your family, this series offers clear, practical guidance in a welcoming setting. No jargon. No judgment. Just honest, helpful conversations about the money questions that matter most to Vineyarders.

Attend one session or all six. All are free and open to the community.

September 24: Retirement Readiness: Understanding retirement income needs, social security, and savings targets

October 8: Investing 101: Principles of investing, asset allocation, and long-term mindset

October 22: Estate Planning Basics: How to create a legacy plan, avoid probate, and protect loved ones

November 5: Smart Tax Strategies: Credits, deductions, and proactive year-round planning

November 19: Debt & Cash Flow: Budgeting tools, debt payoff strategies, and financial goal setting

December 3: Bringing It All Together: Building a personalized financial plan