Free webinar
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.
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