The North Essex Chamber presents:
Financial Planning Basics
During this interactive webinar, we’ll review key strategies that lead to a successful financial future. While there’s no such thing as a “one-size-fits-all” financial plan, this overview will give you ideas to consider for your own comprehensive plan. There will be time for questions and answers.
Topics we’ll cover:
Budgeting
Emergency Savings
Insurance
Investing
Tax Planning
College Funding
Retirement Planning
Estate Planning
Presenter: Michael V. Daniels, CFP®, ChFC®
Biography info: https://www.alliedwealthpartners.com/our-team-jersey-city-nj/michael-v-daniels
Promote your business through virtual event sponsorship for$50
Event page logo & link
Event email mention
Shout out on social media
Event ticket
Financial Planning Basics
During this interactive webinar, we’ll review key strategies that lead to a successful financial future. While there’s no such thing as a “one-size-fits-all” financial plan, this overview will give you ideas to consider for your own comprehensive plan. There will be time for questions and answers.
Topics we’ll cover:
Budgeting
Emergency Savings
Insurance
Investing
Tax Planning
College Funding
Retirement Planning
Estate Planning
Presenter: Michael V. Daniels, CFP®, ChFC®Biography info: https://www.alliedwealthpartners.com/our-team-jersey-city-nj/michael-v-daniels
Promote your business through virtual event sponsorship for$50
Event page logo & link
Event email mention
Shout out on social media
Event ticket
Financial Planning Basics
Date and Time
Wednesday Jan 25, 2023
12:30 PM - 1:30 PM EST
Location
Via Zoom
Fees/Admission
Free for NECC Members
$10 for nonmembers
Contact Information
North Essex Chamber of Commerce
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