Join us on Thursday, July 9th, 1pm – 2:30pm EST for a free webinar Financial Planning for Your Future 101.
*Zoom link to access this webinar will be sent via email immediately after submitting your free registration.
In uncertain times it is more important than ever to have a secure financial plan for you and your family’s future. Financial experts Aaron Kelly, CFP and Alex Supplee will share valuable information that should be considered when planning for your financial future. Some topics that will be covered include:
- Goal Based Financial Planning
- Cash Flow Budgeting
- Control Factors (what you can & can’t control)
- Risk Management
- Estate & Legacy Planning
- Understanding the SECURE Act