|Event Name:||FINANCIAL WELLNESS 101|
|Date:||March 13, 2019|
|Start Time:||12:00 PM|
|Location:||3000 Rockefeller Ave, Everett WA; Robert Drewel Building, Lower Lobby, Public Meeting Room 1|
|Contact Name:||Beth Jarvis|
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