Are you buying your first house? Having a child? Setting up a retirement account?
Starting your financial journey can mean different things to different people, depending on the milestone you are approaching. Becoming familiar with the basics of financial planning as early as possible can significantly impact your long-term objectives later in life.
In this on-demand webinar, our Financial Advisors explore key financial planning topics for those looking to make new financial investments. Get a leg up in life and gain expert insight on the following topics:
- Your greatest wealth-building tool
- Things to consider when buying your first home
- What is an emergency fund and why do I need one?
- Retirement account basics
- Why is asset allocation important?
- The role of taxes in retirement planning
- Angelo Romano, CFP® | Financial Advisor, Wealth Management
- Shane Cavanaugh, CRPC® | Financial Advisor, Wealth Management
If you have any questions on the topics covered in the webinar or are interested in learning more about our financial services, please reach out to our team.
Advisory Services offered through SC&H Financial Advisors, Inc., an investment adviser registered with the U.S. Securities and Exchange Commission. SC&H also offers advisory services through the doing business as name of SC&H Core. SC&H Financial Advisors, Inc. is a wholly owned subsidiary of SC&H Group, Inc.
The information presented is the opinion of SC&H Financial Advisors, Inc. and does not reflect the view of any other person or entity. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.