Principios Financieros Basicos / Financial Planning for Families in Spanish 

Join us to learn more about how to organize your personal finances to achieve long-term success.  Whether your financial goals are to start a business, retire early, support your family, or achieve another dream, it starts with your personal finances!  This seminar shows how the ongoing process of risk management, wealth accumulation, and wealth preservation and distribution, can hlep create a lifetime of financial security.

Takeaways:

• Save - Do you know how much you should save?
• Spend - Do you have a good handle on how much you are spending?
• Grow - What are the best strategies you can use to grow your money, based on your goals?
• Protect - The foundation of financial planning is ensuring your financial security.  Are you protecting your biggest asset and your family?

 

PRESENTER:

      

 

Eddie Perez-Ruberte,  Financial Advisor

From an early age, Eddie was taught to give to others, to the community, to church. This is a central part of his practice and his life.  Eddie spent 10 years as an engineer in the aerospace industry and another 10 years in healthcare prior to becoming a financial advisor.  During all that time, he always aspired to make a difference. While he did contribute to make the friendly skies safer and healthcare safer and more reliable, he still wanted to do more. That is why he embarked on this journey to be a financial advisor! To share his knowledge and empower people to make informed decisions!  

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