Finance Workshop: Do You Have a Tailored Financial Plan in Place?
Description
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 workshop 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.
Department:
Executive and Professional Development
Dates:
4/17/2024 6:00 PM - 4/17/2024 8:00 PM
Ages:
Ages 18 and up
Cost:
$0.00
Availability:
Registration is no longer available