
Description
Balancing responsibilities related to work, life and money is challenging. The better you understand how to manage your wealth, the more prepared you will be to prioritize your goals and fund your dreams. A sound Financial Plan organizes your finances to help make management easy and effective. Join us on February 17th to learn more.
Whitney Bullock, LPL Financial Planner, from Kinecta Wealth Management will discuss the following:
- The importance of improving work, life and money balance
- How net worth, cash flow, investing and money management determine your financial well-being
- Components of a Comprehensive Financial Plan and how to create one
Register Today!
Financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Date and Time
Thu, Feb 17, 2022
4:00p - 5:00p PST