21
September
8:30 am — 12:00 pm
CWA Conference Center
6900 Dallas Parkway

Plano, TX 75024 United States
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Personal Financial Planning

Retirement Essentials

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.

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

Featured Presenters

Sarah Kelley, CPA

Associate Financial Planner, Cain Watters & Associates

Brook Hoover, CPA

Financial Planner, Cain Watters & Associates

Tuition

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%)

Enroll Now!

Nearby Restaurants

Details

Date:
September 21
Time:
8:30 am - 12:00 pm
Event Category:
Organizer:
Michele Mullholland
Phone:
972-764-6524

Upcoming Seminars

29
May

Texas Accumulating Wealth Seminar

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