Free activities and events in New York City

Add your event
Log In / Sign Up

Financial Wellness Seminar

Published: June 16, 2023; Author: Julia Sonrisa

 June 18, 2023    12:00 PM-01:00 PM EDT
Financial Wellness Seminar

Here’s an overview of the five basic sections and the information you’ll receive from this seminar:

1. Debt Solutions Illustrates strategies for paying off credit cards and loans in the quickest, most efficient manner possible with little or no additional cash outlay.

2. Saving For Retirement

Offers scenarios to show you how much money you need to set aside for retirement.

3. Education Funding

Projects actual costs for specific schools you select, then shows you several strategies for funding your children’s education expenses.

4. Income Protection

Offers a variety of strategies to ensure your family’s financial future should you die prematurely.

5. Building Your Financial Future

Pulls all your information together by outlining specific steps to put your plan into action.

Once you have registered for the event you will get a confirmation email from Eventbrite with the Zoom link located at the very bottom of the page which includes your E-ticket for the free seminar or (Zoom Meeting Link: https://us02web.zoom.us/j/9021314505 ). This will be a live Zoom event. Depending on attendance this could either be an initial group presentation or an initial one-on-one zoom meeting. After this presentation is completed, if interested I will be more than happy to assist you with putting your financial plan in place. I am both licensed in insurance and investments.

Stephen Austin

Licensed Financial Coach( since 2003)

Time: 12:00-1:00 pm EDT

Free!

Registration

Share it:

List of all free lections
^