Setting Financial Goals Webinar
Wed, May 10
|Sent to you after registration
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
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