FOL Financial Foundations Sessions

Basic Investment Strategies for Long Term Financial Goals
Tuesday, May 23 • 6:30pm
WB Community Center, 2106 Klattenhoff

Family Law & Estate Planning
Thursday, June 8 • 6:30pm
WB Community Center, 2106 Klattenhoff

Join us for the final two FOL adult educational programs in the Financial Foundations series.  The main target phrase that has emerged from this educational series is: “Failing to plan now for the future, leads to a plan that fails later when you need it the most.”

As highlighted in the earlier sessions.  The main focus of this program is to educate all age groups on the foundations of personal finance and how to maximize your resources.  Nothing will be sold.  This is a FREE workshop, offered to the entire Wells Branch community. Light refreshments will be provided.

The fourth session is being led by Ms. Nicole Viator, a highly respected local area Edward-Jones financial planner and a long-time member of the Wells Branch community.  Nicole will lead an educational session on how to incorporate investments as part of your overall financial plan.

Learn how to develop and manage basic financial strategies to achieve longer term monetary goals:

  • Build a saving strategy to help plan and pay for college
  • Contrast and compare Annuity based investments vs. Mutual Funds
  • Discover investment tools that will help you achieve a solid income base as your earning power winds down
  • Learn how to leverage your financial resources to help you pay for long term expenses, such as health care, relocation, job loss, etc.

Our final session in the series is on Family Law and Estate planning with Mr. Brad Wiewel, Esq. from The Wiewel Law Firm.  For more information, please visit texastrustlaw.com.

Even If you missed the first few sessions, you can always catch up.  Check out these the resources:

  • Copies of the previous seminar materials will be available at the next two sessions and will be available for download on the following WB websites: us and wbfriends.org including a contact matrix for all the presenters and their websites
  • The WB Community Library has some excellent databases and research tools available for free
  • A reading list will be available at the end of series
  • A “Reader’s Digest” version of the entire series to close the program will be posted when completed

Start planning now to attend the final sessions and develop your plan for financial success.

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