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Financial Planning Workshops for Teens & Young Adults

Clintsman Financial Planning will be offering free summer financial planning workshops. Great for Teens and Young Adults! Aug 1, 2, 8, 9 at The Marq Southlake. Go to ClintsmanFP.com for more information or call 817.410.8200.


    Financial Planning 101 (formerly geared toward ages 13-18) 8/1 or 8/8 • Distinguishing between Needs and Wants • Types of bank/investment accounts; Debit/Credit cards • Learning about Credit and how to use it wisely • Explaining how compounding allows savings and investments to grow • Basic investment concepts


Financial Planning 201 (formerly geared toward ages 18-25) 8/2 or 8/9• Establishing and distinguishing financial goals • Budgeting and Cashflow tools and tips • Types of bank/investment accounts; Debit/Credit cards • Credit Scores and Identity Theft • Retirement account basics There is no fee for these workshops – this is our way of giving back to our clients and our community to improve financial literacy.

Date & Time
  • August 2, 2018
  • 6:00PM - 8:00PM
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