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Financial Planning Basics

March 6 @ 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 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.
Financial Planning Basics

Details

Date:
March 6
Time:
6:00 pm - 7:30 pm
Website:
https://luminafi.com/rsvpmaker/financial-planning-basics/

Organizer

Jeanie Schwarz
Phone:
(415) 944-5040

Venue

Lumina Financial Consultants Office
1505 Bridgeway, Suite 121
Sausalito, CA 94965 United States
+ Google Map
Website:
luminafi.com

Registrations are closed for this event