FINANCIAL PLANNING BASICS1
10:30 – 11:15 a.m.
Are you looking to expand your general knowledge of financial planning? In this workshop we will touch on a broad array of topics including setting goals, budgeting and creating an emergency fund. You will learn about the important role different investments may play to help you work toward your long term goals. We will discuss the responsible use of credit and where insurance fits in to the financial planning process. Finally, we will address the process of retirement planning, saving for college and estate planning and why these topics should be important considerations for you.
Presented by Investment Services located at Credit Union of Southern California
1. Financial consultants are registered representatives with, and securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Credit Union of Southern California is not registered broker/dealers and is not affiliated with LPL Financial.
|Not NCUA Insured
||Not Credit Union Guaranteed
|| May Lose Value