Spanish River Library Money Smart: Financial Planning Basics - Take control back

Event Type: DTL Adults: Classes/Lectures/Workshops
Age Group(s): Adults
Date: 4/9/2014
Start Time: 7:00 PM
End Time: 8:30 PM
 In today’s busy world of too much information and too little time, many people are feeling overwhelmed and underprepared with their personal finances, taxes, investments, estate and retirement planning goals. Learn how to de-clutter, organize and manage your “financial life” while making money-smart decisions before and after retirement. This workshop will provide a clear overview of the fundamentals of financial planning along with making sense of the many products, tools and resources that are available today.
Topics will include:

• Creating a comprehensive approach to your finances
• Budgeting and cash flow strategies
• Risk management and insurance
• Investing and saving strategies
• Tax planning strategies
• Retirement planning strategies
• Estate planning strategies

Presented by: Jon W. Ulin, CFPR, Managing Principal of Ulin & Co. Wealth
Management. Securities offered through LPL Financial Member , Investment Advice offered through Ulin & Co. a Registered
Investment Advisor and separate entity from LPL Financial. For a list of
states in which we are registered to do business, please visit
Library: Spanish River Library Boca Raton
Location: SRL Meeting Room (All)
Contact: Jon W. Ulin
Contact Number: 561-210-7887
Status: Closed