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New Years Resolution: How to Become Financially Fit in the New Year

New Years Resolution: How to Become Financially Fit in the New Year
December 8, 2017 Jeff Shaffer
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  • January 5, 2018
    9:00 am - 11:00 am

Do Your New Year Resolutions Include a Financial Plan?

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.

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.

This message may contain confidential information and is intended for use only by the addressee(s) named on this transmission.

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.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2017.




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