Events

There is no fee for these workshops – this is our way of giving back to our clients and our community to improve financial literacy. Have your participant bring a friend! Space will be limited, so please RSVP back to Cher@ClintsmanFP.com to reserve your space.

Aug
1
6:00 PM18:00

Financial Planning 101

  • Distinguishing between Needs and Wants
  • Types of bank/investment accounts; Debit/Credit cards
  • Learning about Credit and how to use it wisely
  • Explaining how compounding allows savings and investments to grow
  • Basic investment concepts

There is no fee for these workshops – this is our way of giving back to our clients and our community to improve financial literacy. Have your participant bring a friend! Space will be limited, so please RSVP back to Cher@ClintsmanFP.com to reserve your space.

View Event →
Aug
2
6:00 PM18:00

Financial Planning 201

  • Establishing and distinguishing financial goals
  • Budgeting and Cashflow tools and tips
  • Types of bank/investment accounts; Debit/Credit cards
  • Credit Scores and Identity Theft
  • Retirement account basics

There is no fee for these workshops – this is our way of giving back to our clients and our community to improve financial literacy. Have your participant bring a friend! Space will be limited, so please RSVP back to Cher@ClintsmanFP.com to reserve your space.

View Event →
Aug
8
6:00 PM18:00

Financial Planning 101

  • Distinguishing between Needs and Wants
  • Types of bank/investment accounts; Debit/Credit cards
  • Learning about Credit and how to use it wisely
  • Explaining how compounding allows savings and investments to grow
  • Basic investment concepts

There is no fee for these workshops – this is our way of giving back to our clients and our community to improve financial literacy. Have your participant bring a friend! Space will be limited, so please RSVP back to Cher@ClintsmanFP.com to reserve your space.

View Event →
Aug
9
6:00 PM18:00

Financial Planning 201

  • Establishing and distinguishing financial goals
  • Budgeting and Cashflow tools and tips
  • Types of bank/investment accounts; Debit/Credit cards
  • Credit Scores and Identity Theft
  • Retirement account basics

There is no fee for these workshops – this is our way of giving back to our clients and our community to improve financial literacy. Have your participant bring a friend! Space will be limited, so please RSVP back to Cher@ClintsmanFP.com to reserve your space.

View Event →