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Setting Financial Goals Webinar

Wed, May 10

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Are you wanting to start saving, pay off debt and build yourself a comfortable financial future but don't know where to start? Look no further! Join our free webinar and learn how to set financial goals and actually achieve them. Presented by Associate Investment Advisors Amy Lindsay RIS

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Setting Financial Goals Webinar
Setting Financial Goals Webinar

Time & Location

May 10, 2023, 10:00 a.m. – 11:00 a.m. PDT

Sent to you after registration

About the event

Are you wanting to start saving, pay off debt and build yourself a comfortable financial future but don't know where to start? Look no further! Join our free webinar and learn how to set financial goals and actually achieve them.

Presented by Associate Investment Advisors and Responsible Investment Specialist Amy Lindsay of Bastion Wealth Advisors Group. Amy will go over what it takes to set realistic, attainable goals and provides you with the tools and resources you need to succeed.

In this webinar you will get access to a financial goal planning kit that includes:

  • Financial Goal Planning work sheet

  • Online Investment Risk Assessment

  • Online Budgeting tool

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