General Financial Education - Morning Seminar with Reilly Financial Advisors

AmCham Hungary cordially invites you to its next Mini Morning Seminar

Mark your calendar!

Frank Reilly, President & COO of Reilly Financial Advisors and Vice Presidents Jason Watters, MBA & Gabrielle Reilly, MSBA will come to Budapest to provide General Financial Education in two sessions. Each session lasts approximately 1 ½ hours. The workshop uses the analogy of a road-trip to help participants better understand and engage in the workshop.

Our objective is to help participants understand a broad range of financial tools and concepts that can apply to everyone, regardless of income or net worth. Information learned throughout the seminar will help participants make informed financial decisions in the future.

During the seminar, we will cover the following topics:

  • Defining financial goals
  • Creating personal budgets/balance sheets
  • Debt management and savings plans
  • Basics on investment vehicles (Stocks/bonds/etc) and how they work. The what/how/where to invest.
  • Different account types (Retirement, taxable, employer-sponsored) and how to utilize them
  • How to plan for problems along the way, or “reroutes” as we call them: College planning, estate planning, social security, etc.

Event details

Date: September 21, 2017

Schedule:

08.30-09.00 - Registration

09.00-10.30 - Session One

10.30-11.00 - Break

11.30-13.00 - Session Two

13.00-13.30 - Lunch & Networking

Location: AmCham Conference Room (1051 Budapest, Szent István tér 11., 6th floor)
Participation fee: The event is open and free for AmCham members in good standing and for business partners of Reilly Financial Advisors.

The event will be held in English with no translation.

More details about the topics and the program will be revealed later.

REGISTRATION


To guarantee your seat, please register on-line (please log in first) or by e-mail to 
peter.kovacs@amcham.hu by Monday, September 18. Please note that registrations are accepted on a first come, first served basis.

ABOUT REILLY FINANCIAL ADVISORS

Event information

Thursday, 21 September, 2017
Registration: 08:30 - 09:00
Time: 09:00 - 13:30

AmCham Conference Room
1051 Budapest, Szent István tér 11.

The event is only open for members. There is no participation fee for Members.

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WANT TO DISCUSS THIS FURTHER?

Péter KOVÁCS

Péter KOVÁCS

Communications and Events Assistant

+36 1 428-2082