Learn Financial Literacy With A Financial Advisor

Talk about financial literacy with a financial advisor.
- This event is for anyone (feel free to bring a friend/family member) who is interested in improving their financial situation
- This event is a conversation to learn about you (1 on 1 or 1 on group setting) and how I can add value to your financial situation
- Snacks + drinks are provided

Some topics we cover:
💵saving/budgeting strategies (income versus expense)
📈investing options (stocks, bonds, homes)
🏦tax planning (tax brackets, pretax/post tax retirement accounts)
🐖life insurance (term versus nonterm)
💳debt management (credit card, car, home)
💼retirement planning (401k, IRA, Roth IRA, Roth conversion)

Email at [email protected] or message me on Instagram @benpangfinance if you have questions or save them for when we meet!