In an abundance of caution for your safety, the 3to1 Foundation has decided to cancel the 2020 Texas Personal Finance Seminar. For those of you who have paid a seminar fee, we will reimburse your credit card, when we are able to return to the office in May. Note the 2021 Seminar is scheduled for May 28-29.
Thank you for your understanding.
Texas Personal Finance 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
CPA, 3to1 Foundation Chairman, CWA Founding Partner
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 No Charge / Annual 50%)
- CWA clients 10%