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Overall Financial Planning and Goal-setting for the Year
March 11 @ 11:00 - 13:00 PST
FINANCIAL PLANNING 101
Are you feeling financially stressed because you’re worried about the high cost of living in the Bay Area and don’t have the time to manage your money properly? Are you overwhelmed with work and would like some financial clarity? Do you wonder where all your money goes each month and are unsure about how to achieve your goals?
Join the Financial Planning 101 talk, the first in a series of Financial Wellness workshops, for an interactive 60-minute session with a leading Financial Advisor. Chris Welton and his team enjoy working with clients from all life stages to help them Save, Spend, Grow, Protect and Give. Learn about how to save for a mortgage, build a retirement plan, and protect yourself and your ability to work in case of sickness or injury.
Come prepared with all your money questions!
Register here!