Personal Financial Planning and Wealth Building Fundamentals
Join us in celebration of Financial Literacy Month for an educational presentation on the basics of investing for building wealth and saving for retirement. Learn the importance of financial planning, basic steps in the planning process and how to put the power of compounding to work for you. Discussion includes terminology used in the financial planning industry, budgeting, retirement planning, investment options, goal setting, funding priorities, dealing with financial emergencies, your friends and adversaries in the financial services sector and more. Although intended for the novice or beginning investor, all persons with an interest in their financial future are welcome. The program is appropriate for high school and college students and those just entering the work force. Attend this meeting and learn... Basics of investing asset classes such as stocks, bonds and cash Fundamentals of Asset Allocation How long term investing helps to build wealth
27333 Center Ridge Road
Westlake, OH 44145
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