Financial Planning - Learn the Basics at our Next Free Lunch and Learn at The Capital Grille, Palm Beach Gardens

Description

Everyone benefits from having a financial strategy that's tailored to their needs and circumstances. Having a strategy can help you save money, meet your financial goals, and safeguard your family security. Do you have one?

During this event, you'll learn:
1. How to build a budget and establish an emergency fund
2. How to set SMART goals
3. Why and how credit matters
4. Basic investment and risk concepts, including risk tolerance and asset allocation
5. Basic estate strategy concepts

Join us for a complimentary, informative lunch at The Capital Grille, Palm Beach Gardens. Attendees must RSVP by April 3rd. Send email to shanell.foster@thrivent.com or call 561-969-8879.

Presenters:
John R. Leavitt, FIC and Shanell T. Foster, MBA from the Harbour Group at Thrivent Financial.

Event being done in partnership with Wounded Veterans Relief Fund (WVRF).

No products will be sold.