What your Future Self Wishes you Knew in your 30s-40s

23
June
What your Future Self Wishes you Knew in your 30s-40s
Description
Do you have financial concerns that keep you up at night?
Do you like your financial advisor, but feel like something may be missing?
Have you thought about how to keep more of your hard-earned income?
Do you like your financial advisor, but feel like something may be missing?
Have you thought about how to keep more of your hard-earned income?
Now is the time to make a change and get the tools and tips you need as the economy opens and many changes loom ahead. Take a step toward your "best financial health" and reserve a spot for this session below.
What your 60 year old self wishes you knew in your 30s and 40s! Make the right changes today that will improve your tomorrow.
Here are a few of the items we will cover later this month:
Here are a few of the items we will cover later this month:
- Are you taking time to learn about tax optimization as you save money?
- Do you have a financial plan & regular cash flow checkups?
- What is the status of your income protection?
- Do your key professionals collaborate for your overall success?
Date and Time
Wed, June 23, 2021
4:00p - 4:45p PST