Created by the Syverson Strege team, Financial Foundations is a financial education course to learn more about the purpose of money, spending, investing, savings, income taxes, insurance, estate planning, and charitable giving.
Financial Foundations is best suited for:
Individuals ages 18 and older who can attend both courses (June 11 and 18 from 5:30-7:30 PM).
What you need to know:
- No cost
- Two-part course - June 11 and 18, 5:30-7:30 PM
- Registration limited to first 30 individuals or family units.
- Offered in-person at the Syverson Strege office in West Des Moines OR virtually via Zoom.
Perks:
- Complimentary, confidential private consultation with a Syverson Strege Financial Planner after June 18.
- Access to Right Capital tool for financial data and tracking.
REGISTER BY May 24 for the two-part course on June 11 and 18.
