This is a 45 minute, introductory level finance presentation. It outlines easily digestible, actionable steps to build a solid financial foundation and future.
Topics include: personal finance for the individual/entrepreneur/contractor or job changer, options for your retirement account at the previous employer and next employer, retirement planning, investing in a volatile market, tips for creating money buckets, and how to use resources to your advantage.
Presentation attendees may receive a complimentary, confidential consultation regarding their specific finances.
PRESENTER: Ava Elkins, Raymond James, Financial Advisor; SCORE Pinellas
REGISTER HERE FOR LIVE IN PERSON WORKSHOP: 7 Habits of Financially Successful People (In Person) | SCORE