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Financial Planning Basics (Two-Part Series)

May 12 @ 12:00 pm - 2:00 pm

|Recurring Event (See all)

One event on May 12, 2018 at 12:00pm

This meeting is hosted by Juanita Stephens, Financial Planner, JStephens Wealth Management.   This two-part series will give you the basics of Financial Planning.  Class is open to the public and free of charge.

Financial Planning Basics

  • Learning to Live Debt Free
  • Setting goals
  • Budgeting
  • Emergency fund
  • Insurance
  • Using credit
  • Investing
  • Tax planning
  • Saving for college
  • Retirement planning
  • Estate planning

Classes will be held in the Fellowship Hall at Wesley United Methodist Church (1164 San Bernard Street, Austin, TX  78702).  Call 512-598-9080 with questions.


May 12
12:00 pm - 2:00 pm
Event Category:


Juanita Stephens


Wesley United Methodist Church Fellowship Hall
1164 San Bernard
Austin, TX 78702 United States
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