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Save Your Seat: Financial Literacy

July 9, 2024 - 6:00pm

Join The Legacy Group on July 9, 2024 at 6:00pm to learn the essentials of financial literacy to improve your financial journey. 


Given our time allotted, we will dive deeper into some topics than our traditional 401k presentations. Our discussion will focus more on questions and concerns you are facing today rather than those pertaining solely to retirement. Some of the topics will include:

  • Importance of investing early
  • Bad debt vs. good debt
  • Emergency Fund
  • The risk of "safe assets"
  • Life Decisions: marriage, starting a family, and buying a home vs. renting
  • Insurance Needs: how to protect yourself and your assets
  • Estate planning and inheritances


The Legacy Group will host a Financial Literacy webinar with Brian Levitt, Global Market Strategist with Invesco U.S.

Brian will bring over 20 years of investment experience to educate you on the fundamentals of personal finance, ranging from accumulating, protecting, and distributing your wealth. Understanding financial basics is crucial in securing your financial future, especially in today’s unpredictable economic climate.