May 28, 2021 8:00 am — May 29, 2021 3:00 pm
CWA Conference Center
6900 Dallas Parkway

Plano, TX 75024 United States
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Texas Personal Finance Seminar

This personal finance seminar uses an interactive curriculum and is taught by experienced CPAs and financial planners who actively involve the students in the learning process.During the seminar, students will learn about:
Wealth Accumulation, Debt Management, Wealth Management, Investment Basics, Goal Setting, Budgeting, Tax Basics, Retirement Planning

“What I found to be the most useful was the concept of goal setting; you can’t plan for your future without thinking about what you want to accomplish and how you are going to get there.”
– Sarah Cassatly

Featured Presenter

Darrell Cain
CPA, 3to1 Foundation Chairman, CWA Founding Partner


Early registration through May 18, $100 first person,
after May 18, $150. All additional attendees, $75 per person

Registration includes materials and meals.

The following discounts apply:

  • Students and Dental Employees 50%
  • Plano Chamber of Commerce Members 25%
  • Foundation Members (Lifetime No Charge / Annual 50%)
  • CWA clients 10%

Enroll Now!

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May 28 @ 8:00 am
May 29 @ 3:00 pm
Event Category:
Michele Mullholland

Upcoming Seminars and Events