Financial Planning Basics Seminar

Do you have a tailored financial plan in place?
Join us to learn financial planning basics.

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, 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, and tax-deferred investments.
- Basic estate planning

Feel free to bring friends or family members with you. We do have limited seats, so be sure to RSVP soon!

Swansboro Registration: https://campaign.documatix.com/DPS/Events/Registration?GUID=wFwVGXwLDk6wJgiFCQqfqQ

Jacksonville Registration: https://campaign.documatix.com/DPS/Events/Registration?GUID=4RHkHgzdeE6myGtvnm0ljg

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