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 201 Workshop

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

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.