Financial Planning Basics
Presented by Dave Herwerden of Westpoint Wealth Management
Monday, April 20
7:00pm - 8:00pm
Westlake Porter Public Library
Technology Training LabA financial roadmap can motivate you to save money, help you to meet your financial goals, and improve your overall financial security.
Do You Have a Tailored Financial Plan in Place?
Everyone can benefit from a financial plan that is tailored to individual needs and circumstances.
In this seminar on Financial Planning Basics, you'll learn:
- How to construct a budget and the importance of establishing 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
Advisory services offered through WestPoint Wealth Management LLC, a Registered Investment Advisor.
AGE GROUP: | Adults |
EVENT TYPE: | Education/Lifelong Learning | Business and Personal Finance |
Westlake Porter Public Library
Westlake Porter Public Library is an independent public library serving the residents of the city of Westlake, western Cuyahoga County and eastern Lorain County. The library is located at 27333 Center Ridge Road in Westlake, Ohio. Anyone who lives, works, owns property, or goes to school in Ohio can register for a free library card.