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CPA Webinar: Financial Planning 101

  • July 26, 2023
  • 12:30 PM - 1:30 PM
  • via Zoom


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Financial Planning 101

Date: Wednesday, July 26, 2023

Time: 12:30 p.m. to 1:30 p.m.

Location: via Zoom

Let's walk through the basics of building a financial plan and creating financial security. I’ll go through “Save, Spend, Grow, Protect, and Give” and give tips and tricks for individuals and families to implement immediately to make an impact today and a lasting impact for the future. The idea will be to give simple steps to make implementing a plan approachable, direct people where to go for advice, and the questions to ask. 

*This webinar will be hosted by Jason Konger, ChFC, CLU, Lead Advisor at the Kinzinger Group, a partner of Northwestern Mutual and is intended for educational purposes only. Please talk to your personal financial planner before making any financial or investment decisions. A recording of this webinar will not be made available after the live webinar. We will provide a PowerPoint of the presentation to all participants.

If you are interested in learning about other events going on with the Chicago Paralegal Association, please click on our Events page below.

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Chicago Paralegal Association

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***Non-members will receive a discount code for $10.00 off CPA's annual membership fee if activated within thirty (30) days after the event has concluded.

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