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Financial Strategies 101 – Making the most of your money
November 18 @ 6:00 pm - 7:00 pm
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 firstname.lastname@example.org.
Note: This is a virtual meeting conducted via Zoom.