Actionable Steps to a Brighter Financial Future

Actionable Steps to a Brighter Financial Future

The past couple months have created sudden and unexpected financial challenges for many. We believe now is the best opportunity to review your financial planning strategy to ensure you’re taking steps towards a bright financial future. We’ll start with revisiting what’s most important to you, as this creates clarity as you review your resources, spending and lifestyle. We’ll also cover more tactical items such as:

  • Identifying the need for liquidity changes.
  • How to position your portfolio.
  • Opportunities in tax planning and investing leading up to and throughout retirement.


DATE: June 18, 2020
TIME: 10:30 am - 11:30 am
PRESENTER: Thomas Pargett, CFP®

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