Do You Have a Tailored Financial Plan in Place?
In this seminar on Financial Planning Basics, you'll learn:
- How to construct a budget and the importance of establishing an emergency fund
- Credit fundamentals
- Basic investment concepts, including risk tolerance and the difference between pre-tax, after-tax, and tax-deferred investments
- Basic estate planning concepts
IMAGINE YOUR FUTURE • SET YOUR GOALS • CHART YOUR COURSE.
Date and Time
Wed, Oct 12, 2022
6:00p - 7:00p EST