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FOR THIS MOMENT
Financial Education Workshops
Learn
The mission of Legacy Capital is to give back to our community by empowering individuals & families with the knowledge they need to take control of their own financial well-being through complimentary education-based workshops. Requesting an educational workshop does not obligate you to any fees or services. All advisors at our firm carry the CERTIFIED FINANCIAL PLANNER™ designation.
With over 50 workshops, we can address most financial subjects.
Below is a list of our most commonly requested topics:
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Basics of Investing
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Estate Planning 101
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Taxes & Investments
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Budgeting & Setting Financial Goals
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Women & Finance
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Social Security & Medicare
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Understanding IRAs
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If you would like more information on scheduling a workshop
please call 281-595-1998 or email micala@lead-a-legacy.com.
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