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Financial Planning Basics



Financial Planning Basics

Wednesday, August 25, 2021

10:00a - 11:00a PST

Virtually via MS Teams

Note:

Please see attached flyer for additional information.

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An Overview of the Financial Planning Process

Do you have a tailored financial plan in place?

Everyone can benefit from a financial plan that is tailored to individual needs and circumstances. A financial roadmap can motivate you to save money, help you prioritize your financial goals, and improve your overall financial confidence now and in the future.

In this seminar, 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

Financial Planning Basics: An Overview of the Financial Planning Process

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