- This event has passed.
It’s beneficial to have a financial plan. A financial roadmap can motivate you to save money, help you meet your financial goals, and help improve your overall financial security now and in the future. Join us to learn how to construct a budget and the importance of establishing an emergency fund; the fundamentals of building credit; basic investment concepts including understanding your tolerance for risk; and estate planning concepts.
This workshop has been cancelled with plans to reschedule at a later date. We apologize for any inconvenience. If you’d like to be sent the related planning guide, to be informed of the future workshop date or if you would like to be contacted by an Allegacy Representative for further assistance, please contact us.