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Nashua – How To Build An Effective Financial Plan
June 14, 2019 @ 6:00 AM - 7:00 AM
FreeAcorn Financial – 5 Step Financial Plan
This is a workshop for families in the local area who are serious about organizing their personal finances and developing effective financial strategies.
In an effort to maximize effective communication, seating is limited to 14 attendees per workshop. Additional workshops will be scheduled per demand. Thank you!
OUTLINE
- Why is planning important?
- How do I protect my family’s financial future?
- How much do I need to save per month to retire? To send my kids to college?
- 401(k), Roth, 529 … What tax preferenced account is best for my savings?
- How do I best approach investing my savings?
FAQs
What can I expect?
An honest and thoughtful approach to building and managing personal finances.
Who will receive the highest value from this workshop?
Families who are seeking greater organization and strategy in their personal finances.
Is this a sales presentation?
No. We will simply share our strategies using the five-step outline above.
Is the end goal to sell me an insurance policy?
No. Outside of low-cost term life insurance, we are critical of the life insurance and annuity industry.
Should I bring anything?
Since this is a workshop, it would be a good idea to bring a pen and paper. Additionally, it may be a good idea to know your numbers, including account values, debt levels, savings rates, and income. To protect your privacy, please do not bring any statements.
Can I set an appointment with Acorn Financial after the workshop?
Yes. We are currently welcoming new families and would be happy to invite you to our Nashua office for a consultation.