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Posted July 15, 2019
Workshops

Financial Blueprint Workshop

Learn to make the most of your money, protect your assets, and identify your financial goals. A well-constructed financial blueprint is the foundation to financial success.

August 13, 2019  | 6 – 7 pm
A+FCU Hutto Branch
141 Ed Schmidt Blvd, Hutto, TX 78634

Presented by: Jeff Carrol-Freund, A+ Wealth Management Financial Advisor

Refreshments provided.

REGISTER

Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member FINRA & SIPC. Advisory services offered through SWBC Investment Company, a Registered Investment Advisor. SWBC Investment Services, LLC & SWBC Investment Company are not affiliated with this institution. Funds should not be considered a deposit of or guaranteed by this institution, may lose value, and are not NCUSIF/FDIC insured.

 

Free Webinars

Our financial counseling partner, BALANCE, hosts free webinars each month. Registration is required.

July: Planning for Money Milestones

There are many important financial milestones for consumers. To help prepare for a positive financial future—without sacrificing fun—we take a realistic approach to managing finances. We’ll cover SMART goals, getting financially organized, building a budget, controlling expenses, wiping out debt, and much more!

Session 2: Thursday, July 25, 2019
Time: 7:30 – 8:30 pm CT
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August: On the Road to Riches – The Basics of Saving and Investing

Investing is one of the smartest things consumers can do to secure a brighter financial future. Every investor has different goals, risk tolerance, and cash flow, which will impact savings and investment choices. Participants will learn about savings strategies and tactics, investment tools, and how to develop an investment portfolio that works with their lifestyle and budget.

Session 1: Tuesday, August 6, 2019
Time: 12:30 – 1:30 pm CT
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Session 2: Thursday, August 15, 2019
Time: 7:30 – 8:30 pm CT
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