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
- Emergency funds
- Using credit
- 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.