Our Next Seminar

You are cordially invited to a complimentary seminar on “Personal Finance for Teens: What Your Kids Should Know Before Leaving for College” on Monday, July 9, 2018 from 2:00 – 3:30 p.m. at Richardson Methodist Hospital (2831 E President George Bush Hwy, Richardson, TX 75082 –  conference room A).

Up to 60 % of American students don’t have the adequate financial knowledge to be successful later in life.1  We want to help.

Come to a complimentary, 90-minute workshop and bring a parent. We will review

  • How to manage a checking account & credit card
  • Understand college finances like healthcare, financial aid, transportation and related costs
  • Setting up a budget and identifying the spending traps that will eat it away

Ensure you and your parent(s) are on the same page and are confident that you understand how to handle your finances while away from home. The presentation will provide real-world examples, be interactive and informative.

 The presentation is complimentary and open to all, but seats are limited. Snacks will be provided.

Please complete this form or call Lindsey Robran at 972-692-0909 to reserve a place for you and any guest you believe may benefit from this presentation.

We look forward to seeing you there.

Location: Methodist Richardson Medical Center

Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Munn & Morris Financial Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

1The Organization for Economic Cooperation & Devt: www.deseretnews.com/article/865607277/Most-American-high-schoolers-dont-know-how-to-manage-money.html

Please complete the following form to reserve your spot. Upon completion, you will get a confirmation from someone on our team.

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