Financial Planning Basics Webinar Presented by SoCal Wealth Management
Date: Saturday, January 9, 2021
Time: 11:30am PT / 12:30pm MT / 1:30pm CT / 2:30pm ET
Location: Webinar / Virtual / Online
Presenter: Credit Union of Southern California
• Hear an overview about managing money, setting goals, budgeting, investing, saving for college, as well as retirement and estate planning.
• Review common types of insurance that help to protect you and your assets from different risks.
• Discover the difference between pretax dollars and tax-deferred growth and where penalty tax may apply.
