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Financial Fundamentals: Learn the Basics of Wealth Accumulation

  • by CWA
  • •    September 18, 2016
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Darrell Cain quoteSMALL

November 11, 2016

8:30 AM- 9:00 AM,  Continental Breakfast and Registration

9:00 AM- 4:00 PM,  3to1 Foundation Accumulating Wealth Seminar

REGISTER NOW

The November 11 Accumulating Wealth Seminar  (AWS) is a condensed version of the two-day AWS. Through this course, students will learn about topics such as goalsetting, budgeting, debt management, investments and retirement. The interactive curriculum and is taught by experienced CPAs and financial planners who actively involve the students in the learning process. During the seminar, students are taught:

  • Wealth Accumulation
  • Budgeting
  • Wealth Management
  • Goalsetting
  • Debt Management
  • Investment Basics

dan-wickerFeatured Presenter:
Dan Wicker, CPA
Cain Watters & Associates

Cost:
$50 before Oct. 1
$75 after Oct. 1
Fee includes course materials and meals.

Click Here to Register for the 3to1 Foundation Accumulating Wealth Seminar.

ABOUT THE 3TO1 FOUNDATION
The 3to1 Foundation is an educational and philanthropic organization that, since 1997, has worked to serve the community by providing financial seminars and tools for individuals of all ages. In addition, the 3to1 Foundation is dedicated to providing need based financial grants and to supporting philanthropic programs. The 3to1 Foundation actively seeks opportunities to have a positive impact on the greater community. For more information, visit www.3to1Foundation.org .

Cain Watters is a Registered Investment Advisor.  Cain Watters only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.  Request Form ADV Part 2A for a complete description of Cain Watters investment advisory services. Diversification does not ensure a profit and may not protect against loss in declining markets.  Past performance is not an indicator of future results. 

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  • Services
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      • Business Planning
      • Personal Planning
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    • Tax Services
    • New Doctors
    • DSO Partners
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