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Financial Strategies 101 – Making the most of your money

November 18 @ 6:00 pm - 7:00 pm

Virtual Event Virtual Event
Free – $10

Speaker: Laura Marquard, CFP 

You will learn strategies on protecting what you have worked hard for as well as saving in diversified tax buckets to achieve short-term as well as long-term goals.  We will touch on how to assess your current financial situation, building a foundation for multiple objectives, and the importance of on-going maintenance of your financial picture.

Feel free to submit questions before the program to me at laura.marquard@equitable.com.

 

Note: This is a virtual meeting conducted via Zoom.

Details

Date:
November 18
Time:
6:00 pm - 7:00 pm
Cost:
Free – $10

Venue

Virtual

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