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Thu, Mar 21

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Goochland

FINANCIAL SEMINAR

EARN, SAVE & SPEND

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FINANCIAL SEMINAR
FINANCIAL SEMINAR

Time & Location

Mar 21, 2024, 6:00 PM – 7:30 PM

Goochland, 2931 River Rd W, Goochland, VA 23063, USA

About the event

The seminar is 'FREE'.  You will explores the advantages of establishing financial goals and budgeting. It discusses different types of financial goals and appropriate timeframes depending on the purpose. It also explores the benefits of budgeting along with a framework to build your budget. In addition, we will explore how to invest to generate wealth. It discusses a variety of core investments including stocks, bonds, mutual funds, and ETFs. If explores how behavior finance, diversification, concepts of risk and return and impact the wealth building process. Finally, the presentation will wrap-up with discussion about emergency funds, money saving considerations, and how taxes impact the overall returns on investments.

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