San Diego Financial Literacy Center

MVRC

Smart With Your Money Financial Opportunity Clinic
June 11, 2016

Military & Veterans Resource Center
649 W. Mission Ave, Room 2400
Escondido, CA 92025

MVRC

Participant Name:*
Participant E-mail:*
Telephone Number*
Age*
Household Income*
Biggest Financial Concerns (select all that apply):*
- Budgeting and Cash Flow
- Credit and Debt
- Investment Options and Strategies
- Tax Planning
- Home Purchase and Mortgage Loans
- Estate Planning
- Insurance
- Employee Benefits
- Education Funding & Planning
- Foreclosure
- Real Estate Planning
- Small Business
Preferred Time*
Insurance 101 Workshop
Referred by
Preferred Insurance 101 workshop time
Do you need child care?
If child care is needed, what are the ages of the children?
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