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%)