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Financial Wellness Series: Investments & Retirement Strategies
February 24, 2023 @ 11:00 AM - 12:30 PM
Financial Wellness Series: Investments & Retirement Strategies
Date: Friday, February 24th, from 11:00am-12:30pm
Get a jump start on your financial goals with our new Financial Wellness Series. Our first in this series is Investments and Retirement Strategies.
In this class you will learn about:
Understanding your balance sheet, knowing and managing your expenses – Budget (personal/business), having your team in place (banking for both business and personal, tax preparations and guidance, legal advisor, etc.), protecting yourself and the ones you love, what to do with income, types of retirement savings options for real estate agents, how to think immediate, intermediate and long-term with your money, saving for college, gifting, estate planning, budgeting, and reviewing your plan annually with your advisory team (financial, bank, tax, legal) and more!
Instructors: Cameron West and John Hearne with Raymond James
Location: In-Person Only
HAAR/ValleyMLS Office
535 Monroe Street
Huntsville, AL 35801
Lunch Sponsor: Lankford & Battle Allstate Insurance-Lauren Battle
CLICK HERE TO SIGN IN AND REGISTER
If you have any questions, please contact Christina Hearne at christina@valleymls.com