Do you have a custom financial plan in place?  A financial plan that is customized to individual needs and circumstances could be beneficial and is something to consider.  A financial roadmap can motivate you to save money, help you meet your financial goals, and help improve your overall financial security. 

This webinar on Financial Planning Basics will help you understand: 

• How to construct a budget and the importance of establishing an emergency fund 
• Credit fundamentals
• Basic investment concepts
  • Risk tolerance
  • The difference between pre-tax, and tax-deferred investments
• Basic estate planning concepts

Presented by Wealth Management at UW Credit Union.