Broker Check
29 July
Financial Planning - The Basics

Description

In this webinar 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.

Feel free to invite your friends and loved ones. RSVP today to save your seat.

Date and Time

Thu, Jul 29, 2021

1:00p - 1:45p CST

Location

Zoom Webinar

PT45M
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