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Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. To register for our upcoming events, click on the event name below.

 

11 Step Financial Goal Process

April 2, 2019 6:30p - 8:00p Eastern Standard Time

Spanish River Library

As part of Money Smart Week's national financial literacy program, Eric Greschner will share an 11 Step Financial Goal Attainment Process to define, prioritize, and achieve your financial goals. To register this event, please call 561-393-7852

 

College Financial Planning

April 6, 2019 9:00a - 10:00a Eastern Standard Time

Spanish River Library

As part of Money Smart Week's national financial literacy program, Eric Greschner will be explaining how to estimate the costs of college, and explore the pros and cons of 529 plans, Coverdell Education Savings Account, UTMA/UGMAs, and Florida Prepaid. To register this event, please call 561-393-7852

Event Registration



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