CFG Financial Planning Basics

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