Financial Planning Basics for Peace of Mind

Recorded: April 6th, 2022

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 education on all things financial planning.

In this webinar, we're talking to those in wealth accumulation phase covering basics of financial planning and investing so that you feel armed with the knowledge you need to feel empowered making decisions regarding finances and achieving your financial goals. 

In this webinar, you’ll learn about:

• Setting Goals
• Budgeting
• Credit
• Emergency Funds
• Employee Benefits
• Insurance
• Investing
• Tax Planning
  

Presented By:

Fill out the form to register for the webinar! If there are any questions, feel free to reach out to Erin Voisin, evoisin@epwealth.com