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...
A purpose for a spending plan (budget)
5 foundational steps to gain structure and stability in your finances
A way to systematically save outside your 401(k)
An understanding how to diversify your savings for tax efficiency
Questions to ask when hiring an advisor
You will receive 1 hour of RACE continuing education by attending this event.