Financial Planning Basics, Open Forum
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Financial planner Andrew Spivey presents a complimentary workshop designed to go over financial planning basics. During the workshop, he will refer to a binder that he uses with his clients, which includes topics such as budget planning, savings and investment planning, types of insurances used, beneficiary planning, trust and estate planning, business planning, and more.
We will also review any questions or concerns you may have about your efforts to organize any of the above topics. This is an open forum format and is designed to help share ideas and strategies. Individual meetings can be set for private discussions if necessary. Please RSVP to [email protected] or phone 408.963.2882
This free event will be held every 2nd Thursday at Campbell Library: August 8, September 12, and October 10, 1pm-2:30pm.