- This event has passed.
Allegacy Investment Group, available through CFS*
As you can imagine, there is a lot to learn when it comes to Financial Planning. Let us help you take some of the guess work out of this process. Join us for a special session dedicated to learning about Financial Planning basics including an overview of the process. We will review the importance of setting goals, creating a budget, having an emergency fund and even touch on subjects like Tax planning, Saving for college, Retirement planning and Estate planning too. It’s in your best interest to equip yourself with the knowledge and tools to create a plan that’s right for you – let us help you get started.