Events


Webinar: Mid-Career Financial Planning Strategies

Date: January 22, 2020
Time: 12:00PM - 12:30PM CST
Location:
  • Online
REGISTER FOR THIS EVENT

Event Details:

 

A typical mid-career professional is in their forties or early fifties and likely has a decade or more to go before retirement. Are you investing wisely and balancing debt appropriately? Sure you can read articles online and gather information from many sources, but you should have your financial plan established by a professional who understands the big picture. Financial planning changes as your career progresses and it is important for you to develop a plan to meet your near-term and long-term goals.

Join us as we share our insights on:

  • Establishing your foundation
  • Balancing debt and savings
  • Creating your risk management plan
  • Charitable giving strategies
  • The first steps in estate planning


Presented by:

   Lagore-Kelly-grey
Bijan Ramirez, CFP®
Financial Consultant
  Jamie Droessler, CFP®
Wealth Manager

 

Cost: Complimentary

Visit SVAfinancial.com/events to view other webinars in the series.

Not sure you can make a live webinar? Register anyway and you’ll get the recording.


The information set forth herein is intended to be informational in nature and is not intended to constitute retirement planning advice, tax advice, legal advice or investment advice and should not be construed as such.  Consult with a professional adviser for advice specific to your situation.