Money Talk$ for Adults

Client Name *

Topics to Discuss

1. Budget
2. Spending
3. Savings & Investment
4. Give
5. Special - Business Registration (only if requested)

Proposed Dates *

Number of adults *

Investment - $75 per adult - Direct or Digital Payment FCB San Juan Branch, Saving Account # 2391920 *

Please provide us with two additional referrals, you think may also benefit from this workshop *

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