Personal Financial Planning
This is part two in a series of 3to1 Foundation Personal Financial Planning Seminars. Through this interactive seminar students will learn about concepts needed to plan for their financial future:
Taxes, Retirement Planning, Investment Basics, & Insurance.
Sarah Kelley, CPA
Associate Financial Planner, Cain Watters & Associates
Brook Hoover, CPA
Financial Planner, Cain Watters & Associates
Early registration through September 6, $20 per person, after September 6, $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%)