PERSONAL FINANCE 101

DESCRIPTION

No matter your prior experience or level of knowledge, we all need a plan for our money. This workshop will expose you to key areas of financial management and how understanding the impacts of your decisions on these areas is vital to your financial success.


Topics include:

  • Cash Management Fundamentals – budgeting, managing debt, etc.

  • Retirement Planning – strategies, social security, etc.

  • Investment Concepts – asset allocation, risk, etc.

  • College Pre-approval and a new approach to affordingcollege

  • Insurance Planning

  • Tax/Estate Planning Basics

  • Strategies for charitable giving


When: The material covered during the workshop will span two sessions on Thursday August 10th and Thursday August 17th. Signing up for a ticket will entitle you to attendance at both sessions.

Where: St. William Parish, Walled Lake

Cost: FREE

For more information contact Mike Bink @ 248-962-8825 or mbink@equivestfinancial.com

 

©2017 BY EQUIVEST ADVISORS.