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Personal Financial Literacy for the Professional PT/PTA (SED)
United Way of Greater Houston
50 Waugh Drive
Houston, TX 77007
713-685-2300

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Thursday, February 28, 2019, 5:30 PM - 7:30 PM CST
Category: District Meetings

This course seeks to provide an overview of financial literacy for professionals as education on creating a budget and preparing for retirement is generally lacking. This course will review debt, budgeting, insurance, and retirement. The speaker plans to provide instruction in the basics of personal finances before an extended Q and A session. 1CCU 

At the conclusion of the course, participants will be able to:
1. Participants will understand the basics of building an emergency fund and paying down debt
2. Participants will understand the basics of retirement plans and how to estimate retirement income and expenses
3. Participants will understand options for preparing for the future, including buying a home or saving for children
4. Participants will understand how to build a strong financial foundation, including investments and adequate insurance coverage.

Speaker(s)
John Merrill is the President and Chief Investment Officer of Tanglewood Total Wealth Management. He has been a Certified Financial Planner since 1980 but has been working in the Houston area in wealth management services since 1974. His founding of Tanglewood Total Wealth Management in 1979 created Houston's first "fee only" financial planning and investment firm. He has been recognized as one of the top financial advisors in the country by Barrons and Worth magazines. He has been quoted in a variety of business publications and has had several national TV appearances. Currently, he also serves as chairman of the Financial Literacy Board at the University of Texas at Arlington.

Schedule
5:30pm: Dinner/Social Networking
6:pm: Business Meeting
6:30pm: CCU Course

Fees
PT/PTA/Student Members: $0
PTA/PTA/Student Non-Members $10

Additional Locations
Houston Methodist Sugar Land Hospital :16655 Southwest Freeway, Sugar Land, TX 77479
Contact Julie Pickle for questions.

UTMB Health League City Campus: 2240 Gulf Freeway South, League City, Texas 77573
Contact Memrie Ferguson for questions.

Lone Star College: 3200 College Park Drive, Room B140, Conroe , TX 77384
(Parking is in the West Entrance Garage immediately outside the location)
Contact Renee Pruitt for questions.

Pima Medical Institute-Memorial City Campus: 10201 Katy Freeway, Houston, TX 77024
Contact Christina King for questions

Cancellation Policy 
No refunds unless otherwise approved by SED Board

Register here.


Contact: Amy Gremillion, PT, DPT at [email protected]