- 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.