How to Be Effective with Your Money
Presented by Tom Seeko & CJ Burnett
(This webinar can be viewed by mobile device or computer)
During this presentation you will walk away with...
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A purpose for a spending plan (budget)
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5 foundational steps to gain structure and stability in your finances
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A way to systematically save outside your 401(k)
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An understanding how to diversify your savings for tax efficiency
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Questions to ask when hiring an advisor
You will receive 1 hour of RACE continuing education by attending this event.