How to Start (and Continue) Financial Planning and Accumulating Wealth
Join us for another great educational webinar!
Date: Wednesday, July 1, 2020
Time: 11:00am – 11:45am ET
It can be difficult to determine the best way to start financial planning and even harder figuring out how to adjust it as life gets more complex. Join Jessica DeBold, CFP®, EA, and Nicole Strbich CFP®, CPWA®, EA, as they discuss ideas and strategies to consider for individuals and families at all stages in life.
Here’s what Jessica and Nicole will cover:
• Analyzing Roth vs. Pre-Tax Retirement Savings
• Determining if the financial “Rules of Thumb” apply to you
• Understanding your employer’s retirement plan
• Accumulating for retirement vs. accelerated debt repayment
Please pass this invitation along to your friends and family, as there will be ideas and strategies for everyone to use in this webinar.
If you would like to attend the online webinar, please click the link below: