Skip to Content
Close Icon

Financial Planning Month

October is Financial Planning Month

Financial Planning Month 2020

Posted On: October 3, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services

October Is Financial Planning Month Six areas of personal finance to review.

When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to review those six personal finance areas.1

Cash Management: This is a broad topic that can address many issues. One area is creating an emergency fund,...

Read More

Tags: Financial Planning, Financial Planning Month, Financial Services, First Option Financial Services, Insurance, Investments, October, Personal Finance, Trust, Wealth Management

Select Online Account

Select Loan Type