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February 2021

06
February
9:00 am — 11:00 am
@
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Personal Finance Webinar Series – The Basics

Personal Finance Webinar The Basics When will you begin to plan for your financial future? On Saturday, February 6, join us for the 3to1 Foundation Personal Finance Webinar Series – The Basics. This webinar is taught by experienced CPAs and financial planners, using an interactive curriculum. During the webinar, you will learn about: The Basics How Money Grows Goal Setting Budgeting Debt Management “What I found to be the most useful was the concept of goal setting; you can’t plan…

March 2021

06
March
9:00 am — 11:00 am
@
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Personal Finance Webinar Series – Retirement Essentials

Personal Finance Webinar Retirement Essentials When will you begin to plan for your financial future? On Saturday, March 6, join us for the 3to1 Foundation Personal Finance Webinar Series – Retirement Essentials. This webinar is taught by experienced CPAs and financial planners, using an interactive curriculum. During the webinar, you will learn about: Retirement Essentials Retirement Planning Taxes Investment Basics Insurance “By applying the information in the seminar, you can change your financial future forever.” – DJ & Marissa Giankas…

May 2021

28
May
May 28, 2021 8:00 am — May 29, 2021 3:00 pm
@ CWA Conference Center
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Texas Personal Finance Seminar May 2021

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…

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