Personal Finance Essentials Agenda

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Program

 

09:45 AM  Registration

10:00 AM  Welcome, acknowledgements, and program review

10:15 AM  Preserve: Keeping more of what you make. Tax planning, starting a business and choice of business entity, Speaker: Yasmin Causer, CPA/PFS

10:45 AM  Build: Investing overview, strategies, and risk tolerance, Speaker: Tariq Malik

11:15 AM  Protect: Estate & wills planning. Protection from creditors and unintended beneficiaries, Speaker: Yasmin Causer, CPA/PFS

11:45 AM  Closing

12 PM-1 PM  Lunch & Networking