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Financial Planning Workshop Series @LAU

This workshop is designed to go over the Basics of Financial Planning, as well as the Basics of Investing.

We will dive into planning concepts such as protection, wealth-building, understanding how different asset classes are taxed, and more.

 

This workshop series will be held via Zoom meeting at the Laurel Library, or by using this link.

 

It will be taught by Noelle Casey, a member of Association of Financial Educators.

Michaela Noelle Casey, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Certified Financial Services is not an affiliate or subsidiary of PAS or Guardian. AR Insurance License Number – 19548719, CA Insurance License Number – 4075079. Material discussed is meant for general informational purposes only and is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Association of Financial Educators and Laurel-Jones County Library are not affiliates or subsidiaries of PAS or Guardian.

2024-167909 exp 2/21/24

 

 

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