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.

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Financial Planning 101

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

Later Event: August 2
Financial Planning 201