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CFG Financial Planning Basics




CFG Financial Planning Basics

Wednesday, October 12, 2022

6:00p - 7:00p EST

Virtual Webinar

2022-10-12T18:00:00.0000000
2022-10-12T19:00:00.0000000
PT1H



Do You Have a Tailored Financial Plan in Place?

A financial plan that is tailored to individual needs and circumstances could be beneficial and is something to consider. A financial roadmap can motivate you to save money, help you meet your financial goals, and help improve your overall financial security now and in the future.

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.

Register Here!!!


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