Workshop Details & Signup

November 19, 2019

Financial Planning

6:00PM - 8:00PM

Seawell's - 1125 Rosewood Drive ( Map It )

Event Details

Everyone can benefit from a financial plan tailored to their individual needs and circumstances. A financial roadmap can motivate you to save money, help you meet financial goals, and improve your overall financial security now and in the future.

Join Palmetto Citizens Trust & Investment Services for a no-cost, no-obligation workshop geared towards young families and designed to increase knowledge and awareness of financial planning basics, such as:

How to budget and establish an emergency fund
Credit fundamentals
Basic investment concepts, including risk tolerance and the difference between pre-tax, after-tax and tax-deferred investments
Basic estate planning concepts

There is no cost to attend this adults-only event and a complimentary dinner will be served at the start of the workshop. Seating is limited, so reserve your place now.

If you have any questions, or would like any additional information, please email us or call (803) 312-7983.

Workshop Registration

Sorry, this workshop has already taken place. Please visit our calendar to view other upcoming workshops.

Disclosure Information – Important - Please Review. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA I SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-2673989.1-0819-0921