Financial Literacy Webinar

Financial Literacy 3 Part Series Webinar, Thursday, September 24th, 2020

Part 1: Financial Literacy for Success

This course will help you learn financial concepts to help put you on the road to financial success. In this webinar you will learn:

  1. How to create a successful budget
  2. How to set proper financial goals and ways to track progress
  3. Places to save to maximize your growth and minimize taxes
  4. How to eliminate debt
  5. How to achieve financial independence

The materials and information contained herein are intended for educational purposes, to stimulate thought and discussion so as to provide the reader with useful ideas in the area of wealth management planning. These materials and information do not constitute and should not be considered to be tax, accounting, investment, or legal advice regarding the use of any particular wealth management, estate planning, or other technique, device, or suggestion, nor any of the legal, accounting, tax, or other consequences associated with them.

While the content herein is based upon information believed to be reliable, no representation or warranty is given as to its accuracy or completeness. For this reason, the program of study should not be relied upon as such. Although effort has been made to ensure the accuracy of these materials, you should verify independently all statements made in the materials before applying them to your particular fact pattern with a client. You should also determine independently the legal, investment, accounting, tax, and other consequences of using any particular device, technique, or suggestions, and before using them in your own wealth management planning or with a client or prospect. Information, concepts, and opinions provided herein are subject to change without notice.

The strategies contained within these materials may not be suitable for all clients. For many concepts discussed herein, clients are strongly urged to consult with their own advisors regarding any potential strategy and will need to be advised if the strategy described herein is suitable for their particular circumstances. Examples, provided throughout these materials, are for illustrative purposes only, and no representation is being made that a client will or is likely to achieve the results shown. The examples shown are purely fictional and are not based upon any particular client’s circumstances.



Sep 24 2020


1:00 pm - 3:00 pm



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University of Texas at Arlington


University of Texas at Arlington
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