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Wealth Management Webinar: Financial Planning Basics



Financial Planning Basics
Taking Charge of Your Financial Future

Hosted by Nick Kaloyios
Financial Advisor, iTHINK Wealth Management

Tuesday, October 20, 2020 at 11:00 a.m. ET

This webinar will provide an overview of the financial planning process covering: 

  • Setting goals
  • Budgeting
  • Emergency funds
  • Insurance
  • Using credit
  • Investing
  • Tax planning
  • Saving for college
  • Retirement planning
  • Estate planning

Click here to register.


*iTHINK Wealth Management advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members.  Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.  CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.   



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