Wed, May 1, 2024
Financial Planning covers 6 areas of concentration. Investment Management being one piece of the puzzle. Learn about the Stock and Bond Markets, Asset Allocation, Portfolio Diversification, Passive and Active Management, Retirement vehicle, Tax considerations, and much more in this two part series.
This is an advanced course and it is strongly encouraged that you come in with knowledge in basic budgeting and savings tools or have taken other courses such as Stash It and Give Your Self Credit.
Virtual Policy: Fresh Start has an on-time arrival policy for all appointments, workshops, and webinars. Please log in 15 minutes prior to the designated start time.
Children may not be present for classes, appointments, or be left unattended.
Fresh Start is committed to respecting and protecting your confidentiality at all times. We never release information about you to any individual or agency without your written or verbal consent with the exception of mandated reporting.