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Financial Planning 101
Do you have a comprehensive picture of your current finances as well as your financial goals for the future? Have you put a strategy in place to achieve those goals? There are a number of elements involved in creating a balanced financial plan. Having a trustworthy financial team or advisor from which to gain resources and advice can go a long way. In this webinar, FinDec's CEO, Michael Lee and Financial Advisor, Evan Hartstein, will talk you through the initial steps to take and key things to keep in mind when developing a financial plan.

Oct 21, 2021 10:00 AM in Pacific Time (US and Canada)

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