Broker Check
20 Feb
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

You'll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

Date and Time

Thu, Feb 20, 2020

7:00p - 8:00p CST


Jeff Pierce LLC Office

101 West 3rd St.
Chaska , MN 55318


Main level conference room

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