Financial Planning Workshops
Upcoming Workshops
April 23 and 28, Thursday and Tuesday @ 6:30-9 pm
Lakeway Activity Center
Personal Financial Planning Course
Led by Massi De Santis, PhD, CFP®, the goal of this course is to provide the foundations of a financial planning process and help you achieve the most important goals in your life. During the two-class course, participants will learn personal finance topics with a hands on approach that will help you get started with your own financial plan. Topics covered include goal setting, budgeting, debt management, investment planning, retirement planning, education planning, and insurance planning. The course is purely educational and there is no product sale of any kind.
Cost: $40
Our work has been featured in:
DESMO Wealth is a member of
Past Events
Jan 23rd, Thursday @ 10:30
Make A Financial Plan That Sticks For 2020
Lake Travis Community Library
Nov 14th, Thursday @ 2 pm
Retirement Planning Workshops
Lake Travis Community Library
Disclosures
All workshops are purely educational in nature. Information in any of the presentations is provided for illustrative and educational purposes only and should not be considered tax or investment advice or a recommendation to buy or sell any type of securities. Copyright DESMO Wealth Advisors, LLC. All rights reserved.