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The first major investment a person can make towards financial freedom is to learn! That’s why we put together a seminar to assist you in learning how to make good financial decisions, and start your journey toward financial freedom.  Here are a few resources for you to put what you’ve learned into action!

Financial Checkup Seminar Topics:

• What’s in my Pocket?  –  Building Your Budget
• Am I Covered?  –  What Are My Insurance Needs?
• Can I Recover?  –  Overcoming Bankruptcy, Bad Credit, Etc.
• Is Home Ownership Right for Me?  –  Should I Purchase A Home?
• Putting Your Money to Work for You  –  Increasing Your Net Worth Through Stocks, Bonds, Mutual Funds, Etc.

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Here is a link to the budget template for “What’s In My Pocket.”

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Principal Legacy Planning Assessment Workbook

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Check your credit score here: https://annualcreditreport.com
Fore more details, visit the Federal Trade Commission website: https://consumer.ftc.gov/articles/free-credit-reports

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