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Financial Wellness [Re-scheduled from 12/30/21]
Peter Lazaroff, CFP, CFA will guide us through a checklist of a financial inventory to help identify weakness and areas for intervention.

Jan 20, 2022 06:30 PM in Central Time (US and Canada)

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Speakers

Peter Lazaroff, CFA, CFP
Chief Investment Officer @Plancorp
Peter is known for taking complex financial strategies and sharing them in easy-to-understand language everyone can apply to improve their wealth and financial habits. His insights are regularly seen around the world on major media platforms like The Wall Street Journal, Forbes, CNBC, and The New York Times.