In a world moving at warp speed, the ability to filter out the noise and focus on what truly matters is critical to developing a sound financial plan. Financial planning pulls together all your finances and organizes them to help make management easy and effective. The better you understand how to manage your wealth, the more prepared you are to reach your goals and dreams.
Join us for this financial planning webinar where Whitney Bullock from Kinecta Wealth Management will go over the process, including:
- Why identifying your financial goals is important
- Understanding your own expectations and concerns prior to building a plan
- The value of your net worth summary
- How your social security and pension income effect retirement
- Importance of a risk assessment and it's impact on your portfolio
Financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Date and Time
Thu, Feb 11, 2021
4:00p - 5:00p PST