Broker Check
23 March
Financial Literacy Series: You're Making Money. Now What? - Cash Flow Planning

Description

As a new professional earning an income, now is the time to set yourself up for long-term success.  Join us as we discuss CASH FLOW considerations and PRIORITIZE where cash flow is allocated.

  • What are my near term cash flow needs and where should I put my excess cash flow?
  • How much should I be contributing to my employer retirement plan?
  • What repayment strategies should I consider for my Student Debt?
  • What are risks to my cash flow?

Join us for a short 45 min webinar where we will introduce ideas around these topics and answer questions to help establish a foundation for success.

FUTURE SESSIONS with more detail will include:

  • Understanding Federal Student Loans and updates on changes to these programs
  • Get to know Tax Deferred, Taxable and Tax Efficient investment options
  • How to prepare of with a first time home purchase

Date and Time

Mon, Mar 23, 2026

7:00p - 8:00p EST

Location

Zoom Webinar

PT1H

Event Registration

Will you be able to attend this event?