Saturday. December 14th
12:00pm - 2:00pm
Free, RSVP requested to firstname.lastname@example.org
During this 2-hour long course with Wealth Management & Investment Management Professional, Joseph Leitmann-Santa Cruz (who recently started working with Capital Area Asset Builders (CAAB), a great DC-based organization that I have personally worked with and highly recommend) will review the basics of personal financial planning: budget management, risk management, tax planning, retirement planning and investment management. He'll focus on the hierarchy of personal financial goals; create an inventory of critical documents we all need to have and manage; and, review a list of short-term and long-term financial goals. Moreover, we will also review best practices and focus on how you can create a road map to work towards achieving your personal financial goals. Learn more about Joseph and the staff at CAAB here.