Build a Financial Plan that Grows with You Workshop

Are you ready to take control of your financial future?

Join Mary Jo Kerrigan, Financial Advisor with Equitable Advisors, for a Financial Planning Workshop designed to help you build confidence around your money and create a plan that grows with you.  We will discuss how to:

• Set clear priorities and create actionable financial goals
• Define your vision for what financial success looks like to you
• Plan effectively as an individual or as part of a couple
• Understand the key elements of a comprehensive financial plan
• Navigate income and expense fluctuations with confidence
• Discover the value of working with a professional to stay on track

Walk away with practical insights and a flexible framework designed to grow with you.