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Event Details

Event Name:FINANCIAL WELLNESS 101
Date:March 13, 2019
Start Time:12:00 PM
Duration:1 day
Location:3000 Rockefeller Ave, Everett WA; Robert Drewel Building, Lower Lobby, Public Meeting Room 1
Contact Name:Beth Jarvis
Phone:425-405-9983
More Information:/financial-wellness/program-schedule
Description:

This seminar provides a comprehensive approach to setting financial goals and achieving financial wellness. Learn about offensive and defensive planning – planning for now and the future and planning for the unexpected, understand cash management, and consider how debt and risk and time impact financial goals. Distinguish between intermediate and long-term financial goals, learn about asset accumulation and develop a retirement income strategy.

l Cash for emergencies    l Protection for family    l Home purchase/remodel 

l College education    l Wedding    l Vacation home    l Comfortable retirement


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