Free webinar
Financial Planning Series
Are you interested in securing your financial future but aren't ready to hire and advisor?
Or, do you have a loved one who you feel could benefit from some financial education?
You'll want to check out this series!
Three Day Series: Register Once For All Sessions!
See details on each session below. Attend one or all!
Day 1: The Basics
Tuesday, March 5, 2024 | 6pm - 7pm EST
In this session, we’ll discuss the basics of financial planning. We’ll cover setting financial goals, creating and sticking to a budget with a system that actually works, managing and reducing your expenses so you can keep more of your hard-earned cash, and understanding and eliminating debt.
Day 2: Investing, Retirement, Taxes
Wednesday, March 6, 2024 | 6pm - 7pm EST
Learn what you need to know to grow your wealth! We’ll cover successful investing, retirement and tax planning.
Day 3: Protection Planning
Thursday, March 7, 2024 | 6pm - 7pm EST
Much like a home won’t last without a stable foundation, a financial plan without the right protection could crumble! We’ll cover important and often overlooked topics of insurance and its role in your financial plan. We’ll also cover estate and legacy planning, including what important documents to have in place to ensure your assets are passed to your heirs.
Taught by Scot Whiskeyman, CFP®
Scot is a CERTIFIED FINANCIAL PLANNER™, author, and co-owner of Providers & Families Wealth Management with his wife, Lindsey. He joined the financial services industry in 2011 with a fortune 500 insurance firm, and founded Providers & Families in 2017. He enjoyed working closely with clients to develop financial strategies that make a difference.
Scot lives in Carlisle, Pennsylvania and is involved with Carlisle Young Professionals, Professional Referral Exchange, and Toastmasters International. Outside of his career as a financial planner, Scot enjoys distance running and playing poker.
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