Dave Koppenheffer / Associate Advisor
This session will discuss financial planning for individuals just starting their career or those starting to think about saving and investing for the first time. You’ll hear tips on how to create a budget, the importance of building an emergency fund, how to develop a plan to pay off student loans, investing for the first time and a summary on 401(k) plans and other savings vehicles.
Initially created internally for DHG and now available publicly.