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Basic Personal Financial Planning Talk
This Webinar is over
Date | Aug 9, 2018 |
Time | 08:00 PM EDT |
Cost | Free |
Online
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Basic Personal Financial Planning Talk
In an effort to promote financial literacy, Financial Literacy Movement will be hosting a free basic personal financial planning seminar that will cover general topics like Retirement, Tax Reduction, Investments, Insurance, Estate Planning and Employee Benefits. We want to provide a basis for personal financial education so we can better understand what your individual concerns and needs might be. The seminar will spend approximately 10 mins on each topic with 15 mins at the end for open questions. Join us online for this event and there will be an opportunity to receive a free 1 hour private consultation with our Senior Advisor to further speak on your specific individual needs.
Good For
This talk will be most relevant to those who are in their late 20's to 30's, looking to start a family or have started a famliy, looking to buy a home, saving for college, or perhaps had some major life event that needs a more indepth analysis.
Not Good For
This talk will not be relevant if you have extensive knowledge and education in personal finance as this talk is geared towards those with minimal to no personal financial knowledge.
Speaker
Eric Hon, CFP ® | Senior Advisor at Newport Advisory, Instructor at UC Berkeley
In an effort to promote financial literacy, Financial Literacy Movement will be hosting a free basic personal financial planning seminar that will cover general topics like Retirement, Tax Reduction, Investments, Insurance, Estate Planning and Employee Benefits. We want to provide a basis for personal financial education so we can better understand what your individual concerns and needs might be. The seminar will spend approximately 10 mins on each topic with 15 mins at the end for open questions. Join us online for this event and there will be an opportunity to receive a free 1 hour private consultation with our Senior Advisor to further speak on your specific individual needs.
Good For
This talk will be most relevant to those who are in their late 20's to 30's, looking to start a family or have started a famliy, looking to buy a home, saving for college, or perhaps had some major life event that needs a more indepth analysis.
Not Good For
This talk will not be relevant if you have extensive knowledge and education in personal finance as this talk is geared towards those with minimal to no personal financial knowledge.
Speaker
Eric Hon, CFP ® | Senior Advisor at Newport Advisory, Instructor at UC Berkeley
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