FPA of Orange County is Offering Free VIRTUAL Financial Planning
In this time of economic turmoil, FPA of Orange County’s Certified Financial Planner™ professionals are offering no cost virtual one-on-one financial planning sessions. We can help you with:
|• Covid-19 Relief||• Budgeting||• Debt Management|
|• Insurance/Work Benefits||• Investment Management||• Tax Management|
|• Beneficiaries/Estate Planning||• College Expense Planning|
There will be NO SELLING of any investment products or services. Meetings will be done online.
Meetings must be scheduled a minimum of two days in advance and will be limited to 45 minutes. Your volunteer financial planner will email you with any additional information you will need for your meeting, including video conference details and any reference material. You may cancel or reschedule your meeting at any time.
FPA of Orange County has developed a free webinar series: Essentials of Financial Literacy. This educational series is comprised of four 1-hour webinars:
Designing a Budget to Achieve Financial Success
Building Credit and Managing Debt
The Importance of Saving and Investing
The Basics of Home Ownership and Protecting Your Assets
Upcoming Webinar Schedule
Designing a Budget to Achieve Financial Success – November 18th, 6:00 -7:00 pm
Building Credit and Managing Debt – December 2nd, 6:00 -7:00 pm
The Importance of Saving and Investing – December 9th, 6:00 -7:00 pm
The Basics of Home Ownership and Protecting Your Assets – December 16th, 6:00 – 7:00 pm
Only one registration is required for all events. Feel free to attend any or all sessions. After registering, you will receive an email containing information about joining the webinar. If you do not have the Zoom App on your computer or mobile device, you will be asked to download it upon entering the webinar.
|Nerd Wallet Budget Worksheet||CFPB Credit Report Review Checklist|
|Goals Worksheet||Building Wealth – Federal Reserve Bank of Dallas (Spanish)|
|Debt Management Worksheet||Building Wealth – Federal Reserve Bank of Dallas (English)|