Money Mondays: Seminar

Conquer 9 financial skills! Bring a friend!! Gain control of your financial lives together!!! Call for more info or RSVP soon!!!!

Financial Planning 101 – Your Guide to Confidence

Quick Overview


To reserve your spot, please contact me at:

972-692-0909 14180 Dallas Pkwy Dallas, TX 75254

When & Where

Tuesday, May 16, 2017

7:30 PM to 9:00 PM

Parkway Office Center, 14180 Dallas Parkway, Dallas, TX 75254

 4-Benefits-Of-Budgeting-That-Goes-Beyond-Your-Income-And-Expenses 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 meet your financial goals, and improve your overall financial security now and in the future.

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.


We’ll meet in the 1st floor conference room @ Parkway Office Center’s Northern Tower – North of Spring Valley on the Northbound side of the Tollway.


No preparation required, but, feel free to come with, or pre-submit questions.

Snacks and beverages will be provided as well.

Refer a friend To find out more click here
This information, developed by an independent third party, has been obtained from sources considered to be reliable, but Raymond James Financial Services, Inc. does not guarantee that the foregoing material is accurate or complete. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Investments mentioned may not be suitable for all investors. The material is general in nature. Past performance may not be indicative of future results. Raymond James Financial Services, Inc. does not provide advice on tax, legal or mortgage issues. These matters should be discussed with the appropriate professional. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, an independent broker/dealer, and are not insured by FDIC, NCUA or any other government agency, are not deposits or obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2017.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s