Financial Planning Basics Webinar

Understand the basics in creating a sound financial plan.

No matter what age you are or your  financial status, it is important to understand  basic financial planning.  This 30 minute webinar will help provide the information needed to start or review your financial plan.

About Your Presenter

Joseph Chalom, CLU, RICP, LUTCF, LACP, an independent financial services professional and president of Retirement Council, Inc. Mr. Chalom is a seasoned financial service professional with over thirty years of experience assisting individuals and business owners with their financial planning needs.  Mr. Chalom is dedicated to his profession and community. He currently serves as the President-Elect of his state professional association, the National Association of Insurance and Financial Advisors-Florida, (NAIFA-Florida) and serves on the board of the NAIFA-Florida Education Foundation, (NFEF).  Mr. Chalom also serves as the Deputy Team Commander of the Coral Springs/Parkland Community Emergency Response Team, (CERT).

Is there a “sales” pitch?

No, this seminar  is strictly educational.  General questions will be addressed during the webinar. The  presenter is available to answer questions regarding specific situations by appointment.

Attend this workshop and learn about:

  • Setting goals
  • Budgeting
  • Emergency fund
  • Insurance
  • Using credit
  • Investing 
  • Tax planning
  • Saving for college
  • Retirement planning
  • Estate planning

When: Thursday, January 23, 2020 - 6:30PM to 7:00PM
Where: Registered attendees will be e-mailed the webinar address and presentation materials.
Host: Joseph Chalom, CLU, RICP, LUTCF, LACP
Phone: 954.340.1588