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.