301 S College, Charlotte, NC
This will be a monthly series designed to revolve around all aspects of Financial Success, and help us learn and do better in 2017. As we all do, time gets away from us and we may not have achieved as much savings as we wanted, been able to put the down payment on a new house or maxed out our retirement like we planned. Don't let 2017's Financial Plan become another unachieved resolution.
Each Month we will focus on 1 topic of financial planning, and bring in experts of that particular scope to educate us all.
Managing Cash Flow, Building Net Worth, Investing, Real Estate, Loans, College Funding, Insurance, Retirement Planning, Taxes, Business Financing, Wills and Trusts, etc.
Please attend the 1st meeting so I can design the topics in order of most interest/ need and make sure everyone gets value from this series.