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.

Back to All Events

Financial Planning 201

  • The Marq 285 Shady Oaks Drive Southlake, TX, 76092 United States (map)
  • Establishing and distinguishing financial goals
  • Budgeting and Cashflow tools and tips
  • Types of bank/investment accounts; Debit/Credit cards
  • Credit Scores and Identity Theft
  • Retirement account basics

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.

Earlier Event: August 1
Financial Planning 101
Later Event: August 8
Financial Planning 101