|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
To reserve your spot, please contact me at:
When & Where
Tuesday, May 16, 2017
7:30 PM to 9:00 PM
Parkway Office Center, 14180 Dallas Parkway, Dallas, TX 75254
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.