24
August
8:30 am — 12:00 pm
CWA Conference Center
6900 Dallas Parkway

Plano, TX 75024 United States
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Personal Financial Planning

The Basics

This is the first in the series of 3to1 Foundation Personal Financial Planning Seminars. Through this interactive seminar, students will learn about the four basic concepts of Financial Planning:
How Money Grows, Goal Setting, Budgeting & Debt Management.

“By applying the information in the seminar, you can change your financial future forever.”
– DJ & Marissa Giankas

Featured Presenters

Billy Powers Jr.

Associate Financial Planner, Cain Watters & Associates
B.S. Accounting and Information Management, M.S. Accounting, University of Texas at Dallas

Eric Lamm, CPA

Associate Financial Planner, Cain Watters & Associates
B.S. Finance and Accounting, M.S. Taxation, Texas Tech University

Tuition

Early registration through August 9, $20 per person, after August 9, $30

Registration includes materials and a light breakfast.

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

Date:
August 24
Time:
8:30 am - 12:00 pm
Event Category:
Organizer:
Michele Mullholland
Phone:
972-764-6524

Upcoming Seminars

24
August

Personal Financial Planning – The Basics

8:30 am — 12:00 pm
@ CWA Conference Center
Enroll
29
May

Texas Accumulating Wealth Seminar

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