- 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.