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Financial Planning Consultation

Take advantage of a complimentary 30 minute financial planning consultation with a CERTIFIED FINANCIAL PLANNER™ professional. These consultations serve as a useful, annual checkpoint to track your progress towards meeting your financial goals, or as a time for you to ask any questions you have on any topic. Topical areas are:  

 

- Preparing for Retirement

- Budgeting, Cash Flow, and Debt Management

- Insurance or Annuity Review

- Review of Employee Benefits

- Second opinion on advice or recommendations you have received

 

Date:
Wednesday, January 22, 2020 Show more dates
Time:
5:30pm - 6:00pm
Location:
Kings Park Conference Room
Library Branch:
Kings Park Library
Audience:
  Adults     Older Adults  
Registrations are fully booked!
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