Steps to Financial Freedom – Introduction to Financial Planning

Steps to Financial Security

This educational workshop will give an introduction to financial planning and help you gauge how well prepared you are in reaching your personal financial goals and the risk exposures to plan for. I will touch upon budgeting & goal setting; short term versus long term goals and invest vehicles for each; college planning & buying a home; insurance & long term care planning; retirement income and leveraging employee benefits; tax planning tips & brief overview of wills, trusts & charitable giving under estate planning.

Event Dates :

Thursday, May 1st, 4-6pm
Event Location :
Bailey Library
350 Bull Dogger Rd
Bailey, Colorado 80421
Price : $ 0
Instructor: Devika Kamboh, CFP®, CLTC, MBA

Event Dates :

Thursday, May 8th 5-7pm
Event Location :
Evergreen Library
5000 County Rd 73

Evergreen, Colorado 80439
Price : $ 0
Instructor: Devika Kamboh, CFP®, CLTC, MBA

REGISTRATION LINK https://www.myafea.org/event/14080#registerpage