FINANCIAL PLANNING BASICS
Presented by SoCal Wealth Management
11:30 a.m. – 12:30 p.m.
Are you looking to expand your general knowledge of financial planning? In this seminar 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 also 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.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principle. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Credit Union of Southern California (CU SoCal) and SoCal Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using SoCal Wealth Management, and may also be employees of CU SoCal. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CU SoCal and SoCal Wealth Management.
|Not insured by NCUA or Any Other Government Agency
||Not Credit Union Guaranteed
||Not Credit Union Deposits or Obligations
||May Lose Value