Financial Planning for DIY Investor

Financial Planning for DIY Investor.

CNIV Financial Planning is offering a free seminar to all DIY investors who wish to understand the financial planning process for themselves and their families.

It will be offered on Wednesday at 730pm.

Topics:
1. Why consider financial planning?
2. Invest in stocks, bonds and other investments.
3. Insurance & annuities to consider.
4. Taxation & Estate Planning Overview.
5. Rules for the road on your DIY journey.

A typical session is 90 minutes long and includes educational content and a Q&A session.

Visit www.cnivfp.com for more information.