Broker Check
06 Jan
Retirement and Kids' College Funds


Every journey begins with a destination in mind. Join us for an inspiring discussion as we delve into the strategies and mindset required to turn your long-term aspirations into reality.

During this enriching webinar, our financial advisor will guide you through the process of setting meaningful goals, developing actionable plans, and staying motivated throughout the journey. We'll explore the importance of financial discipline, effective time management, and adaptability in overcoming obstacles and staying on course.

Whether you're aiming to purchase a home, embark on a dream adventure, secure a comfortable retirement, or prepare for your kid's college funds, this webinar will provide you with the tools and insights to create a roadmap for success. Reserve your spot today and take the first step towards fulfilling your long-term goals with confidence and determination. Your dreams await – let's make them happen together.

Here are all the topics to expect:

  • Webinar 1: Building Savings (Why and How to)
  • Webinar 2: Cash Flow Management and Debt
  • Webinar 3: Proper Protection (The Financial Foundation)
  • Webinar 4: Wealth Strategies and Your Health
  • Webinar 5: Asset Accumulation Strategies
  • Webinar 6: Retirement and Kids' College Funds

Date and Time

Sat, Jan 06, 2024

3:00p - 4:00p EST


Zoom Meeting


Event Registration