Free webinar
Financial Planning Series: June 12 and 13
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!
Two Day Series: Register Once For Both Sessions!
See details on each session below. Attend one or all!
Day 1: Goal Setting | Budgeting | Retirement
Wednesday, June 12, 2024 | 6pm - 7:30pm 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 everything you need to think about planning for retirement.
Day 2: Protection | Estate | Tax
Thursday, June 13, 2024 | 6pm - 7:30pm EST
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. We'll also cover tax planning basics so that you can minimize your tax burden.
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. Outside of his career as a financial planner, Scot enjoys distance running and recently finished his second marathon!
Lindsey Ciarrocca, CMC®
Lindsey is a YNAB Certified Budget Coach, Certified Money Coach® and co-owner of Providers & Families Wealth Management, with her husband Scot. She joined the financial services industry in 2016 with Waddell & Reed before co-founding Providers & Families in 2017. She also works with clients on budgeting and their money mindset through her other business, The Exuberant Elephant.
She is a self-described “budgeting nerd” and crazy cat lady. In her free time, she enjoys putting puzzles together, reading and spending time with her three cats and husband at their home in Carlisle, Pennsylvania.
save your spot
We respect your privacy. Unsubscribe at any time.