Broker Check
23 April
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, Apr 23, 2020

5:00p - 6:00p CST


Presented virtually via Zoom


Zoom log-in information to follow upon registration.


Event Registration