24
Oct
Foundation of Financial Planning Workshop
Description
- Cash Management – Teaching practical budgeting strategies, debt reduction techniques, and how to build a solid emergency fund.
- Asset Accumulation – Guiding employees on how to set financial goals and make informed investment decisions for long-term wealth building.
- Retirement Accumulation & Income Distribution – Helping participants understand the importance of planning for retirement and understand how to turn those savings into sustainable income during retirement years.
- Risk Management – Highlighting the importance of insurance and other protections to reduce financial exposure from unexpected events.
- Legacy Planning – Introducing basic estate planning strategies to help employees preserve and pass on their assets according to their wishes.
Date and Time
Fri, Oct 24, 2025
10:00a - 11:00a CST