Financial Planning Basics Seminars and Webinar

Do you have a tailored financial plan in place?

Seminar: Dates in October and November
Webinar: Tuesday, October 9

A financial roadmap can motivate you to save money, help you meet your financial goals, and improve your overall financial security now and in the future. Everyone can benefit from a financial plan that is tailored to individual needs and circumstances.

In this seminar, you'll learn:

  • How to construct a budget.
  • The importance of establishing an emergency fund.
  • Credit fundamentals.
  • Basic investment concepts.
  • Basic estate planning concepts.

You'll also receive a complementary workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.


Registration Closed

Look for new dates in 2018. Interested in scheduling a meeting with one of our financial advisors to discuss Financial Planning? Email kwright@southeastfinancial.org.

MEMBERS Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-1894030.1-0917-1019