Financial Strategies 101 – Making the most of your money

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.