Financial Planning Basics Seminar
Schedule
Sat, 28 Feb, 2026 at 06:00 pm
UTC-05:00Location
4180 Western Blvd, Jacksonville, NC, United States, North Carolina 28546 | Jacksonville, NC
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Do you have a tailored financial plan in place?Join us to learn financial planning basics.
Everyone can benefit from a financial plan that is tailored to individual needs and circumstances. 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.
In this seminar, you'll learn:
- How to construct a budget and the importance of establishing an emergency fund.
- Credit fundamentals
- Basic investment concepts, including risk tolerance and the difference between pre-tax, and tax-deferred investments.
- Basic estate planning
Feel free to bring friends or family members with you. We do have limited seats, so be sure to RSVP soon!
Swansboro Registration: https://campaign.documatix.com/DPS/Events/Registration?GUID=wFwVGXwLDk6wJgiFCQqfqQ
Jacksonville Registration: https://campaign.documatix.com/DPS/Events/Registration?GUID=4RHkHgzdeE6myGtvnm0ljg
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Where is it happening?
4180 Western Blvd, Jacksonville, NC, United States, North Carolina 28546Event Location & Nearby Stays:
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