FREE Financial Education 2018 Schedule and Topics

FREE Financial Education 2018 Schedule and Topics 2018-03-21T22:16:12+00:00
January 17th Annual Market Insights with David Zarling, Head of Investment Strategy & Research
Lunch @12 noon & Evening @ 6:30 pm at The Columbian
February 21st Understanding Your Credit Profile and Score & Preventing Identity Fraud with Paul Zarling, Managing Partner
Lunch @12 noon at The Columbian
March 21st Estate Planning I with Attorney Rob Melick
Lunch @12 noon at The Columbian
April 18th 1st Quarter Global Stock Market Insights with David Zarling, Head of Investment Strategy & Research
Lunch @12 noon & Evening @ 6:30 pm at The Columbian
May 16th Tax Strategies, Tactics and Tax Law Updates I with Justin Krueger, CFP and Renee Berg, IRS Enrolled Agent Lunch @12 noon at The Columbian
June 21st Understanding Your Auto & Home Insurance Policies with Chris Waala, Independent Insurance Expert
Lunch @12 noon at The Columbian
July 18th 2nd Quarter Global Stock Market Insights with David Zarling, Head of Investment Strategy and Research
Lunch @12 noon & Evening @ 6:30 pm at The Columbian
August 15th Tax Strategies, Tactics and Tax Law Updates II with Justin Krueger, CFP and Renee Berg, IRS Enrolled Agent Lunch @12 noon at The Columbian
September 19th Estate Planning II with Attorney Rob Melick
Lunch @12 noon at The Columbian
October 17th 3rd Quarter Global Stock Market Insights with David Zarling, Head of Investment Strategy and Research
Lunch @12 noon & Evening @ 6:30 pm at The Columbian
November 14th Bucket Planning with Justin Krueger, CFP
Lunch @12 noon at The Columbian
December 19th Holiday Open House at Client First 11:00AM-1:00PM ~OR~ 5:00PM-7:00PM

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