Financial Wellness: What You Can Control When Things Are Out Of Control
WHAT YOU CAN CONTROL WHEN THINGS ARE OUT OF CONTROL
With a challenging economy, we shift our focus to managing resources that are within our control. We will share 6 behaviors to improve the health of your financial plan during this crisis.
3:00 – 4:00 pm Welcome & Panel Presentation
~ Jordan Wilson – Taxes, asset allocation, asset location, & risk exposure
~ Kenton L. Ball – Estate planning, legal fees & estate documents
~ Erica Horn – Effective use of budgets & forgiveness of PPP loan
4:00 – 4:30 pm Job Announcements | Door Prizes | Networking
While this event is offered at no cost, these programs are made possible through your generous support. A $20 suggested donation is welcome. Thank you!