15 Dec
Year-End Planning - 2022 Last Chance Financial Planning Checklist


Fall is an ideal time to examine your financial health and update your financial plans. This is a presentation of the important things to review that might make a difference in your year-end review and plans for next year.

We will address 8 different areas of your financial life:

1. Taxes
2. Retirement
3. Investments
4. Insurance
5. Milestones
6. Health
7. Changes
8. Family

Date and Time

Thu, Dec 15, 2022

6:00p - 7:00p EST




Event Registration