Recorded: August 11, 2020, 53 minutes

At EP Wealth, when we say "Invest in What's Important", it goes beyond your portfolio or even your financial plan. We believe it's important to invest in financial literacy, which is why we believe it’s never too early to teach the importance of making healthy money decisions. 

In this webinar, we're talking to those at the beginning phases of wealth accumulation, covering basics of financial planning and investing so that the next generation is armed with the knowledge they need to feel empowered making decisions with a dollar sign. 

In this webinar, we'll cover:

  • Setting goals
  • Budgeting
  • Credit
  • Emergency funds
  • Employee benefits
  • Insurance
  • Investing
  • Retirement Planning


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Presented by members of EP Wealth's Financial Planning Team:


Jen Li, CFP®, EA, CAP®, CExP™  
Financial Planning Manager


Jonel_Circle                  Emily_Circle

                                   Jonel Tomines                                  Emily Kohnman
                     Financial Planning Associate              Financial Planning Associate




Fill out the form to watch!