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DTSTART;TZID=America/New_York:20190614T060000
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UID:4213-1560492000-1560495600@welcomingnh.org
SUMMARY:Nashua - How To Build An Effective Financial Plan
DESCRIPTION:Acorn Financial – 5 Step Financial Plan\nThis is a workshop for families in the local area who are serious about organizing their personal finances and developing effective financial strategies. \nIn an effort to maximize effective communication\, seating is limited to 14 attendees per workshop. Additional workshops will be scheduled per demand. Thank you! \n\nOUTLINE \n\nWhy is planning important?\nHow do I protect my family’s financial future?\nHow much do I need to save per month to retire? To send my kids to college?\n401(k)\, Roth\, 529 … What tax preferenced account is best for my savings?\nHow do I best approach investing my savings?\n\n\nFAQs \nWhat can I expect? \nAn honest and thoughtful approach to building and managing personal finances. \nWho will receive the highest value from this workshop? \nFamilies who are seeking greater organization and strategy in their personal finances. \nIs this a sales presentation? \nNo. We will simply share our strategies using the five-step outline above. \nIs the end goal to sell me an insurance policy? \nNo. Outside of low-cost term life insurance\, we are critical of the life insurance and annuity industry. \nShould I bring anything? \nSince 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. \nCan I set an appointment with Acorn Financial after the workshop? \nYes. We are currently welcoming new families and would be happy to invite you to our Nashua office for a consultation.
URL:https://welcomingnh.org/event/nashua-how-to-build-an-effective-financial-plan/
LOCATION:DoubleTree by Hilton Nashua\, 2 Somerset Parkway\, Nashua\, NH\, 03063\, United States
CATEGORIES:General
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