Workshop: How to get the most out of reports

In this workshop, financial coach Taylor Westergard Smith gives inspiration for reports that are most helpful for her clients when reviewing their finances, and some tips and tricks for finding insights that provide those ah-ha moments! Featured on TIME's America's Best Financial Services 2026 list for Personal Finance Management, named Forbes' Best Mint Replacement, and the Wall Street Journal's Best Budgeting App, Monarch brings all your accounts into one clear view -- budgeting, net worth, investments, and goals in one place. 4.9 stars, 90,000+ reviews. www.monarch.com