Tree City Advisors, LLC.    |    An Idaho Financial Advisory Firm

1673 W Shoreline Drive, Suite 140  |  Boise, Idaho 83702

©2018 Tree City Advisors

All Rights Reserved

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Financial Planning

Investors should have a specific purpose for each dollar they invest.   But without a plan, how will you know how you should be invested?

OUR CLASS WILL HELP YOU:

• To properly establish financial targets (such as retirement, vacation home, college).

• Determine what is needed; how much, where, and when to save.

• Better understand your investment plan choices.

• Assess risk tolerance for your goals.

• Make your savings efficient and targeted to your needs.

WHAT TO EXPECT:

•  To create your financial plan using our professional planning software.

•  How to manipulate the data for life/target changes.

•  Ways to execute your plan.

WHAT TO BRING:  

•  Laptop/Device to log in to our software and create your plan.

•  Pen + Notepad.

ITEMS YOU WILL NEED PRE-CLASS:

•  Statements, life insurance policies, 401(k) account information.  You will receive an email with details, but you will want to gather this information to be used to help generate your financial plan.

meridian financial advisor

CapEd Employee Financial Planning Class

Dates:

• August 13, 14 & 15

• August 21, 22 & 23

• August 27, 28 & 29

Time: 

6:30 - 8:30 pm

Location:

CapEd North Room, Meridian

275 S. Stratford Dr.

Cost:

Through CapEd’s relationship with Tree City Advisors, CapEd

employees can attend this class at no-cost.  ($400 value.)

 

We encourage couples to attend together.