Financial Fitness Workshop for Young Adults and Families
Led by Eric Dean, MBA, CLTC, CERTIFIED FINANCIAL PLANNER ™ Professional of Risler Financial Management” and CUMC Finance Team Members Dave Patterson and Rick Barton.
The goal of this session is to provide advice and tools for people to act wisely with their finances. Why? Because sound money management is a key part of being a competent adult and a faithful steward.
The target audience includes High School and College students, Single, working adults, Couples, Young families.
We’ll cover these topic areas: Doing a monthly budget (i.e., “living within your means”), Building an emergency fund, Careful use of loans, credit cards, and debt, Building money-sense with kids, Investing for the future, college, buying a home, etc. , Diversification.
Signup for this free workshop HERE
“Securities offered through LPL Financial, member FINRA/SIPC. Investment advice and financial planning offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Risler Financial Management are separate entities from LPL Financial.”