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 to reserve your space.

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Financial Planning 101 Workshop

  • The Marq 285 Shady Oaks Drive Southlake, TX, 76092 United States (map)

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.