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

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®