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September 2019

21
September
8:30 am — 12:00 pm
@ CWA Conference Center
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Personal Financial Planning – Retirement Essentials

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 Sarah Kelley, CPA Associate Financial Planner, Cain Watters & Associates Brook Hoover, CPA Financial Planner, Cain Watters & Associates…

May 2020

29
May
May 29, 2020 8:00 am — May 30, 2020 3:00 pm
@ CWA Conference Center
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Texas Accumulating Wealth Seminar

Texas Accumulating Wealth 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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