Savings And Investing

A PERSONAL MONEY MANAGEMENT WORKSHOP

practice-detail-one-1

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.

 

practice-detail-one-2.jpg

 

TOPICS INCLUDE:

practice-detail-one-3.jpg

 

  • THE FINANCIAL PYRAMID

  • A FINANCIAL EKG

  • MAXIMIZING AN ESPP

  • “WONDER” OF TAX DEDUCTIBLE INVESTING

  • ANNUAL ASSET REALLOCATION

Get your free seminar
Call Now