Savings And Investing

A PERSONAL MONEY MANAGEMENT WORKSHOP

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What You Will Learn:
This session is designed for those in the “Accumulation Phase” of life. We help develop a realistic overview of how to set and reach financial goals as well as an orientation to the various elements of building one’s financial house.

 

 

 

 

 

 

…for more than five years HP employees continue to give positive feedback…

By BILL DUGGIN, CALIFORNIA REGION CREDIT UNION, OPERATIONS MANAGER, HP.

 

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TOPICS INCLUDE:

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  • THE FINANCIAL PYRAMID

  • A FINANCIAL EKG

  • MAXIMIZING AN ESPP

  • “WONDER” OF TAX DEDUCTIBLE INVESTING

  • ANNUAL ASSET REALLOCATION

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