FINANCIAL LITERACY SERIES
Establishing smart, fiscally conservative habits, while still allowing yourself the occasional splurge, will help set you up for a lifetime of financial health. Learn about the fundamentals of money management.
In this webinar, I will be discussing:
- Basic principles of cash management
- Overcoming our challenges
- Accumulating wealth
- Gaining control through budgeting
- Building an emergency fund
- What is the Rule of 72?
- Time in the market vs timing the market
- The importance of having a financial blueprint
- Locating & maximizing discretionary income
ABOUT THE PRESENTER
Crystal Oculee
Chief Financial Strategist
- Certified Tax Specialist®
- Certified Income Specialist®
- National Social Security Advisor®
- Certified Estate and Trust Specialist®
- Certified Annuity Specialist®
- Certified Fund Specialist®