This networking and educational program will focus on the steps you need to take now to successfully reach your personal financial milestones, including: Proactive tax planning advice in order to minimize taxes, creating financial plans that maximize savings, and retirement planning that ensures easier living in the future.
Seats are limited. Please register on or before the end of business day Wednesday, June 22.
Agenda
5:00 p.m.
Registration
5:00 – 5:30 p.m.
Cocktails & Hors de Oeuvres
5:30 – 5:45 p.m.
Welcome & Opening Remarks
Steve Lewis
5:45 – 6:15 p.m.
Organizing Your Financial Life: Creating a Budget and How to Deal with Debt
presented by David White and David Bowman
6:15 – 6:45 p.m.
Planning for Your Child’s College Education and Funding Your Retirement
presented by Dan Newman
6:45 – 7:15 p.m.
Do I Really Need Life Insurance and a Will?
presented by Jacqueline Janczewski
7:15 – 8:00 p.m.
Questions, Closing Remarks & Networking
Agenda
This networking and educational program will focus on the steps you need to take now to successfully reach your personal financial milestones, including: Proactive tax planning advice in order to minimize taxes, creating financial plans that maximize savings, and retirement planning that ensures easier living in the future.
Seats are limited. Please register on or before the end of business day Wednesday, June 22.
Agenda
5:00 p.m.
Registration
5:00 – 5:30 p.m.
Cocktails & Hors de Oeuvres
5:30 – 5:45 p.m.
Welcome & Opening Remarks
Steve Lewis
5:45 – 6:15 p.m.
Organizing Your Financial Life: Creating a Budget and How to Deal with Debt
presented by David White and David Bowman
6:15 – 6:45 p.m.
Planning for Your Child’s College Education and Funding Your Retirement
presented by Dan Newman
6:45 – 7:15 p.m.
Do I Really Need Life Insurance and a Will?
presented by Jacqueline Janczewski
7:15 – 8:00 p.m.
Questions, Closing Remarks & Networking
