Events

Jul
12
6:30 pm18:30

Financial Planning 101 Workshop

  • The Marq

Differences between different financial institutions and accounts, debit vs. credit cards, understanding paystubs and withholding, spending/budgeting, car purchasing, credit reports/scores, identity theft, and investing basics.

Jul
13
6:30 pm18:30

Financial Planning 201 Workshop

  • The Marq

Brief review of Financial Planning 101 topics with the addition of how to set and follow financial goals, differences between retirement accounts (401k/IRA), purchasing a home, student loans, basics of insurance and estate planning, and intermediate investment topics.

Jul
15
9:00 am09:00

Financial Planning for Aging Parents Workshop

  • The Marq

Helping adult children manage financial planning topics for their aging parents, including identifying when it may be time to provide the parent assistance. Other topics include account titling, power of attorney, estate planning & gifting, long-term care, identity theft, and required investment distributions.

Aug
8
6:30 pm18:30

Financial Planning 101 Workshop

  • The Marq

Differences between different financial institutions and accounts, debit vs. credit cards, understanding paystubs and withholding, spending/budgeting, car purchasing, credit reports/scores, identity theft, and investing basics.

Aug
9
6:30 pm18:30

Financial Planning 201 Workshop

  • The Marq

Brief review of Financial Planning 101 topics with the addition of how to set and follow financial goals, differences between retirement accounts (401k/IRA), purchasing a home, student loans, basics of insurance and estate planning, and intermediate investment topics.

Aug
10
6:30 pm18:30

Financial Planning for Aging Parents Workshop

  • The Marq

Helping adult children manage financial planning topics for their aging parents, including identifying when it may be time to provide the parent assistance. Other topics include account titling, power of attorney, estate planning & gifting, long-term care, identity theft, and required investment distributions.


Jun
15
6:30 pm18:30

Financial Planning 201 Workshop

  • The Marq

Brief review of Financial Planning 101 topics with the addition of how to set and follow financial goals, differences between retirement accounts (401k/IRA), purchasing a home, student loans, basics of insurance and estate planning, and intermediate investment topics.

Jun
14
6:30 pm18:30

Financial Planning 101 Workshop

  • The Marq

Differences between different financial institutions and accounts, debit vs. credit cards, understanding paystubs and withholding, spending/budgeting, car purchasing, credit reports/scores, identity theft, and investing basics.