02
March
8:00 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

Enroll Now!

Featured Presenters

David Cannon, CPA

Financial Planner, Cain Watters & Associates
B.A. Business Economics and Accounting emphasis, U.C. Santa Barbara

Erica Grant

Associate Financial Planner,Cain Watters & Associates
B.S. Accountancy and M.S. Taxation, University of North Texas

Tuition

Early registration through February 15, $20 per person, after February 15, $30

The following discounts apply:

  • Students and Dental Employees 50%
  • Plano Chamber of Commerce Members 25%
  • Foundation Members (Lifetime 25% / Annual 10%)

Registration includes materials and a light breakfast.

Enroll Now!

Nearby Restaurants

Details

Date:
March 2
Time:
8:00 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