Financial Planning For Success
About this Course
When it comes to finances, how much do you know? If you're like most people, you probably know a little about personal finance. Perhaps you think long-term security is impossible on your income. The truth is, no matter what your income level, you can achieve financial security.

Join us to learn a few simple principles. Regional Vice-President with Primerica will teach you some best practices for financial planning.

You will learn:

1. Why now is a great time to invest?
2. What types of accounts are available and who can contribute?
3. Small Business retirement planning its never to soon to start?
4. Tax deductible small business retirement strategies?
This Course Has 2 Sections
  • The 3 Investment Accounts Everyone Should Have?
    Tuesday, April 13, 2021 · 12:00 PM EDT
    When it comes to finances, how much do you know? Join us in the financial planning session and learn the strategist for financial success.

    Learn about the 3 different accounts everyone should have.

    Understand the options for tax savings.
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  • Understanding The Need (Saving vs. Investing)
    Tuesday, April 6, 2021 · 12:00 PM EDT
    Understand the difference between saving and investing.

    What types of accounts are available and who can contribute?
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