A financial plan is a big concept that includes things like budgeting, retirement planning, savings, estate transfer, and getting out of debt. It is also a robust proposal that will change as your needs and goals shift over time. Join us while we cover items that will prompt you to think about and prioritize your needs and goals.
During this session, we will cover
- Fundamentals of building a financial plan
- Ways to keep on track with an established plan
- Overview of key concepts to your financial future
Date and Time
Wed, Jan 19, 2022
10:00a - 10:30a PST