Financial Planning Workshops for Teens & Young Adults
to
Legends Hall at The Marq 285 Shady Oaks Dr., Southlake, Texas 76092
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.