Free

4th Annual Lubbock Financial Planning Day

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Location

The Dream Center

1111 30th Street

Lubbock, TX

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Event description

Description

The Financial Planning Association of West Texas invites you to attend Lubbock Financial Planning Day where you’ll be able to meet one-on-one with highly qualified Certified Financial Planner™ professionals to discuss your personal finance questions, concerns and interests.

What’s Included?

  • Budgeting
  • Credit & Debt
  • Smart Investing
  • Planning for Retirement
  • Taxes
  • Home Ownership
  • Estate Planning
  • Insurance
  • Employee Benefits
  • Education Saving
  • Small Business
  • ...plus much more!

And best of all, there are no strings attached! Financial planners are volunteering their time and will not pass out business cards, marketing materials or sell products or services. They will be stationed at tables and will meet with one individual or couple at a time, but there is no limit to the number of volunteers you can meet with.

In addition to one-on-one consultations, there will be a series of informative classroom workshops presented by top financial planners on a wide range of financial topics. Stay as little or as long as you’d like.



Agenda (updated 9/7/17)

1pm – 4pm: Attendee Registration

1pm to 4:30pm (Come and Go): One-on-One Counseling with CERTIFIED FINANCIAL PLANNER™ Professionals

1pm : Introduction and Welcome to Financial Planning Day

1:30pm: Presentation 1 : TBD

2pm: Presentation 2: TBD

2:30pm: Presentation 3 : TBD

3pm: Presentation 4 : TBD



FAQs

Do I have to be present for the entire event?

No this is a come and go event. The agenda is provided so you can decide if any of the workshops would be beneficial for you. Or you can come anytime from 1pm to 4pm to meet one-on-one with a CERTIFIED FINANCIAL PLANNER™ .


What can I bring into the event?

Your questions regarding financial materials and concerns. Some other items that could be beneficial to bring are:

For Budgeting: Income and expense information

Insurance Questions: Policies that you have regarding

Retirement/Investments: Most recent statements (investment, pension, social security, disability, veteran, etc.)

How can I contact the organizer with any questions?

Email: wtxfpatech@outlook.com

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Date and Time

Location

The Dream Center

1111 30th Street

Lubbock, TX

View Map

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