- This event has passed.
Financial Planning Basics
March 6, 2019 @ 6:00 pm - 7:30 pm PST
In this seminar on Financial Planning Basics, you’ll learn:
How to construct a budget and the importance of establishing an emergency fund
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.