Daily Capital

Webinar: Creating a Savings Plan

This webinar will dive into the major things you need to know when it comes to creating and sticking to a savings plan. You’ll learn:

  • The foundations of a solid savings plan
  • How to set achievable goals
  • Balancing debt paydown vs. spending
  • What type of accounts you should save into

This webinar is presented by:

Keith Jones, CFP®, Senior Financial Advisor

 

 


Dan Kellogg, CFP®, Senior Financial Advisor and Financial Planning Income Specialist

 

 

Schedule an Appointment with a Financial Advisor

The content contained in this blog post is intended for general informational purposes only and is not meant to constitute legal, tax, accounting or investment advice. You should consult a qualified legal or tax professional regarding your specific situation. Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Any reference to the advisory services refers to Personal Capital Advisors Corporation, a subsidiary of Personal Capital. Personal Capital Advisors Corporation is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC.

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