Financial Planning

Thursday, October 21st


Virtually on GoToWebinar

A financial plan isn’t worth the paper it’s printed on if you don’t use it. Too often, people have no written financial plan. Some have a really complicated binder full of projections
but are unsure how to implement the strategies. Financial planning is not one-size-fits-all. If you own multiple properties or a business, you may need a more complicated plan. But you may need a simple modular plan that covers certain aspects of your finances. Find out more about financial planning and how to evaluate your needs. Learn about the people and organizations that provide financial plans or planning tools.

Join us to learn about:

  • Full financial plans vs modular plans
  • Types of financial professionals
  • Fees and commissions
  • Interviewing and choosing an advisor


The event is finished.


Oct 21 2021


All Day