29
May
May 29, 2020 8:00 am — May 30, 2020 3:00 pm
CWA Conference Center
6900 Dallas Parkway

Plano, TX 75024 United States
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Texas Accumulating Wealth Seminar

This personal finance seminar uses an interactive curriculum and is taught by experienced CPAs and financial planners who actively involve the students in the learning process.During the seminar, students will learn about:
Wealth Accumulation, Debt Management, Wealth Management, Investment Basics, Goal Setting, Budgeting, Tax Basics, Retirement Planning

“What I found to be the most useful was the concept of goal setting; you can’t plan for your future without thinking about what you want to accomplish and how you are going to get there.”
– Sarah Cassatly

Featured Presenter

Darrell Cain
CPA, 3to1 Foundation Chairman, CWA Founding Partner

Tuition

Early registration through May 18, $100 first person,
after May 18, $150. All additional attendees, $75 per person

Registration includes materials and meals.

The following discounts apply:

  • Students and Dental Employees 50%
  • Plano Chamber of Commerce Members 25%
  • Foundation Members (Lifetime 25% / Annual 10%)

Enroll Now!

Nearby Restaurants

Details

Start:
May 29, 2020 @ 8:00 am
End:
May 30, 2020 @ 3:00 pm
Event Category:
Organizer:
Michele Mullholland
Phone:
972-764-6524

Upcoming Seminars

19
September

North Texas Giving Day

6:00 am — 11:59 pm
@ North Texas Giving Day
Enroll
29
May

Texas Accumulating Wealth Seminar

May 29, 2020 8:00 am — May 30, 2020 3:00 pm
@ CWA Conference Center
Enroll