FREE Financial Planning Webinar Series - June 12 and 13

Imagine a life where financial worries are a thing of the past. 

Picture yourself confidently making decisions that align with your goals and values, knowing that you're building a brighter future for yourself and your loved ones. It's time to turn those dreams into reality.

Join us in this FREE two-part series and embark on a journey towards a stronger financial future. Together, we'll provide you with invaluable insights, tools, and resources that will empower you to build a solid foundation for achieving your dreams. Are you ready to take control of your finances and create a positive relationship with money?

Register Here

Day 1:  Goal Setting | Budgeting | Retirement
Wednesday, June 12, 2024 | 6pm - 7:30pm EST
In this session, we’ll discuss the basics of financial planning. We’ll cover setting financial goals, creating and sticking to a budget with a system that actually works, managing and reducing your expenses so you can keep more of your hard-earned cash, and everything you need to think about planning for retirement.

Day 2: Protection | Estate | Tax
Thursday, June 13, 2024 | 6pm - 7:30pm EST
We’ll cover important and often overlooked topics of insurance and its role in your financial plan. We’ll also cover estate and legacy planning, including what important documents to have in place to ensure your assets are passed to your heirs. We'll also cover tax planning basics so that you can minimize your tax burden.

Register Today!

Hosted by Providers & Families Wealth Management