January 5, 2018
9:00 am - 11:00 am
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.
|Securities and Advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC. Employee health benefits services offered through Wealth Factory Benefits & Insurance, not affiliated with Woodbury Financial.
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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.
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|Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2017.