Financial Planning Workshops for Teens/Young Adult



Central Standard Time



The Marq Southlake
285 Shady Oaks Dr
Southlake, Texas 76092

Clintsman Financial Planning will be offering free summer financial planning workshops covering basic topics such as types of savings & investment accounts, debit/credit cards, credit scores, investments and more. Great for Teens and Young Adults!

Financial Planning 101 (formerly geared toward ages 13-18) - Presented Twice on 8/1 & 8/8

  • Distinguishing between Needs and Wants
  • Types of bank/investment accounts; Debit/Credit cards
  • Learning about Credit and how to use it wisely
  • Explaining how compounding allows savings and investments to grow
  • Basic investment concepts

 Financial Planning 201 (formerly geared toward ages 18-25) - Presented Twice on 8/2 & 8/9

  • Establishing and distinguishing financial goals
  • Budgeting and Cashflow tools and tips
  • Types of bank/investment accounts; Debit/Credit cards
  • Credit Scores and Identity Theft
  • Retirement account basics

Please visit for more information or call (817)410-8200

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