Do Your New Year Resolutions Include a Financial Plan?

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.

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Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.