Balancing the responsibilities related to work, family life and money is challenging. The better you understand how to manage your wealth, the more prepared you are to prioritize your goals and dreams. This can be pursued by having a sound Financial Plan. Financial planning pulls together all your finances and organizes them to help make management easy and effective.
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 and risk score determine your financial well-being
• Components of a Comprehensive Financial Plan
Financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Date and Time
Thu, Oct 07, 2021
4:00p - 5:00p PST