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Financial Planning Sessions [clear filter]
Friday, April 29
 

12:15pm

Drafting Your Financial Blueprint: Strategies For Achieving Tomorrow's Goals
The burden for covering living expenses in retirement is increasingly shifting to individuals. Decisions you make today can affect your standard of living in retirement for years to come. In this session, you'll get reliable information that will help you make those important decisions. The goal is to not outlive your money. Key steps to keeping your financial goals on track will be presented. You’ll also learn how to determine your investment risk tolerance and the importance of having proper asset allocation and diversification. This session will be conducted by certified financial planners (CFPs). Material will be distributed at the session.

Supported by the ONS Foundation

Friday April 29, 2016 12:15pm - 1:15pm
214D 200 E Market St, San Antonio, TX 78205

3:00pm

King Lear, Tony Soprano, and the Lessons of Estate Planning
A well-coordinated estate plan can help you preserve what you have achieved in your lifetime and ensure that your personal wishes are fulfilled for your heirs. Join us for an important conversation on transferring wealth and passing along values to the people and causes who matter most to you. This session will be conducted by a certified financial planner (CFP). Material will be distributed at the session.

Supported by the ONS Foundation

Friday April 29, 2016 3:00pm - 4:15pm
214D 200 E Market St, San Antonio, TX 78205