Financial Planning Basics for Peace of Mind
REGISTER HERE: https://www.epwealth.com/event-financial-planning-basics-for-peace-of-mind
Join us for our Financial Planning Basics for Peace of Mind webinar! We’re talking to those in wealth accumulation phase covering basics of financial planning and investing so that you feel armed with the knowledge you need to feel empowered making decisions regarding finances and achieving your financial goals.
In this webinar, you’ll learn about:
Setting Goals
Budgeting
Credit
Emergency Funds
Employee Benefits
Insurance
Investing
Tax Planning
Presented By:
Erin Voisin, CFP®, MS, EA, CDFA®, ChFC®
Greg Wells, CFP®
Ana Mercado, CFP®