Blending Lives, Blending Money:
A Financial Planning Seminar for Newlyweds
From learning each other's spending styles to deciding which accounts to consolidate, all the financial decisions you face in the first few years of marriage can be overwhelming.
The good news is that, as newlyweds, the best time to start planning is now!
Attend our workshop to find out how.
Why should you attend?
In this 2-hr interactive workshop, we'll help you answer questions like:
- How do we set up a budget?
- How do we deal with our student loans or other debt?
- When can we buy a house?
- If we save $100/month, how much will we have in 10 years?
What will you get?
- A workbook that includes education material and worksheets that will help you get organized.
- A CD that includes electronic versions of your workbook materials along with several spreadsheets to help with your planning and projections.
Location, Dates & Registration:
All workshops are conducted in our Raleigh offices. Drinks and snacks will be served. The price per couple for each workshop is $50.00.
To register for any of the upcoming dates, please email or call:
Heather Zaczek
919-851-8200 ext 205
hzaczek@financialsymmetry.com
Upcoming in 2008 :
- June 24 -- 6:30 pm
- July 15 -- 6:30 pm
- August 5 -- 6:30 pm
- August 21 -- 6:30 pm
- Sept 8 -- 6:30 pm
- Sept 18 -- 6:30 pm
Driving Directions:
Questions or Comments?
Chad Smith, CFP®
919-851-8200 ext 202
Allison Berger, CFP®
919-851-8200, ext 201
Heather Zaczek, Office Manager
919-851-8200, ext 205