Apr 28< back to all events
Led by Massi De Santis, PhD, CFP®, the goal of this course is to provide the foundations of a financial planning process and help you achieve the most important goals in your life. During the two-class course, participants will learn personal finance topics with a hands on approach that will help you get started with your own financial plan. Topics covered include goal setting, budgeting, debt management, investment planning, retirement planning, education planning, and insurance planning. The course is purely educational and there is no product sale of any kind.
EVENT TYPE CATEGORY
time 06:30 PM - 09:00 PM
location Lakeway Activity Center
address 105 Cross Creek, Lakeway, TX, USA
105 Cross Creek, Lakeway, TX, USA