The Initial Steps to Financial Planning

Age Group:

Adults, Seniors
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Event Details

In person only.

Are you questioning if you are on track for retirement and/or to achieve your other important financial goals? Join us for an informative discussion with Giovanni Tiso, CFP® a Financial Advisor with CAPTRUST on the initial steps to financial planning.

Financial planning may seem overwhelming. During this presentation, we will provide an overview of the initial steps of the financial planning process to help you organize and develop a course of action to achieve your goals.

This workshop will discuss financial planning, education planning, budgeting, asset allocation, risk management, and estate planning.

 

Giovanni (Gio) is a Financial Advisor, CERTFIED FINANCIAL PLANNER™ and Fiduciary with CAPTRUST.

Giovanni helps individuals, executives, and entrepreneurs identify and achieve their financial goals. He has expertise in the full spectrum of financial planning and investment management, with a deeper focus on Asset Allocation, Estate, Tax, Education, Cashflow, and Retirement Planning.