Financial Planning Basics

Do You Have a Tailored Financial Plan In Place?

Everyone can benefit from a financial plan that is tailored to individual needs and circumstances. A financial roadmap can motivate you to save money, help you meet your financial goals, and improve your overall financial security now and in the future.

In this seminar, you’ll learn:

How to construct a budget and the importance of establishing an emergency fund
Credit fundamentals
Basic investment concepts, including risk tolerance and the difference between pre-tax, after-tax, and tax-deferred investments
Basic estate planning concepts

Refreshments will be provided. The seminar includes an informational workbook for attendees.

MRR Tracking # 1-961372

When & Where:

Marine FCU Swansboro Branch

February 26, 2026 from 6 p.m. to 7 p.m. ET

* Required

Registration Information

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* Are you currently a member of Marine Federal Credit Union?

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* Have you attended one of our informational seminars before?

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Session

Thu 2/26/2026
6:00 PM-7:00 PM ET

Marine FCU Swansboro Branch

673 West Corbett Ave.

Swansboro, NC 28584

[50 Seats Available]

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Thank you for registering for this event. You will receive a confirmation email shortly to confirm your registration.

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