Financial Planning Basics presentation

Financial planning is a strategic roadmap to manage your money effectively and achieve specific life goals, from short-term aims like building an emergency fund to long-term objectives such as retirement. The basic process involves several key components that work together to build financial security. Learn strategies to help increase your savings, minimize taxes and build a more secure future for yourself and your loved ones.

All are welcome. No registration needed. English presentation at 11am and Spanish presentation at 11:30am.

After the presentation we will host individual consultations with a Certified Financial Planner®. Register for a free personal consultation in English or Spanish at https://tinyurl.com/4xs9jy79

Presented by / Presentado por Claudia Deras, Registered Investment Advisor and member of the Financial Planning Association® (FPA) of Silicon Valley.

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Aprenda a administrar su dinero para alcanzar sus metas en la vida, tanto a corto como a largo plazo. Varios componentes clave tienen que trabajar en conjunto para construir la seguridad financiera. Aprenda y aproveche de estrategias para aumentar sus ahorros, minimizar los impuestos y construir un futuro más seguro para usted y sus seres queridos. No se requiere inscripción. Todos están invitados a este taller bilingüe gratuito.

You may also like the following events from Gilroy Library:

• This Thursday, 29th January, 12:30 pm, eBook & Audiobook Workshop in Gilroy
• This Saturday, 31st January, 10:30 am, Growing Vegetables in Containers with the Master Gardeners in Gilroy
• This Saturday, 31st January, 03:30 pm, Chinese Ink Painting in Gilroy

Also check out other Workshops in Gilroy.