march, 2019

02mar8:00 am12:00 pmPersonal Financial Planning Seminar: The Basics at Legacy West

Event Details

This is the first in the series of 3to1 Foundation Personal Financial Planning Seminars. Through this interactive seminar, students will learn about the four basic concepts of Financial Planning: How Money Grows, Goal Setting, Budgeting & Debt Management.

The event will be held near the Legacy West Shops in the Cain Watters & Associates Conference Center, 6900 Dallas Parkway, 6th Floor Conference Center in Plano.

Featured Presenters

David Cannon, CPA: Financial Planner, Cain Watters & Associates

Erica Grant: Associate Financial Planner,Cain Watters & Associates


Early registration through February 15, $20 per person, after February 15, $30

The following discounts apply:

Students and Dental Employees 50%

Plano Chamber of Commerce Members 25%

Foundation Members (Lifetime 25% / Annual 10%)

Registration includes materials and a light breakfast.



(Saturday) 8:00 am - 12:00 pm


Legacy West

5905 Legacy Drive

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