Wright-Patt Credit Union's free Retirement Solutions webinars and seminars can make preparing for retirement less stressful by providing you with the information you need to make good decisions.
Financial Planning Seminar
Hosted at Wright-Patt Credit Union Corporate Office
3560 Pentagon Blvd in Beavercreek
Tuesday, April 18, 2017 from 6:30 PM - 8:00 PM REGISTER
Seminar speaker is John Sagraves, Financial Advisor, CUSO Financial Services, L.P.* at Wright-Patt Credit Union
Topics:
• Setting goals and making sure they are SMART
• Budgeting and planning for an emergency fund
• Risk management with Insurance
• Understanding and using credit, while understanding debt and types of debt
• Investing – risk tolerance, growth, income and stability
• Tax consideration and the value of tax deferral
• Saving for college
• Retirement planning and estate planning
WPCU Seminar: Financial Planning
Date and Time
Tuesday Apr 18, 2017 6:30 PM - 8:00 PM EDT
Tuesday, April 18, 2017 from 6:30 PM - 8:00 PM
Location
Wright-Patt Credit Union Corporate Office
3560 Pentagon Blvd in Beavercreek