Financial Planning Basics is an online workshop which will address financial planning for things like Retirement Planning, Saving for College, Budgeting, Goal Setting, etc.
Our presenters Mark Dellosso and Joe Staley, are financial professionals from the firm Ascend Planning and Consultants.
Mark and Joe are members of the Association of Financial Educators and who provide training to the public as a service and under a strict code of ethics that prevents any salesmanship.