Ready or not, the future is coming. Be Ready.
Save the Date November 7, 2015
Don’t miss this opportunity for a free, private consultation with an expert on a wide variety of personal finance issues, including debt management, retirement planning, investment strategies, income taxes, insurance, and estate planning, among many others!
And best of all, there are no strings attached! Financial planners are volunteering their time and will not pass out business cards, marketing materials or sell products or services. They will be stationed at tables and will meet with one individual or couple at a time, but there is no limit to the number of volunteers you can meet with. Stay as little or as long as you like.
How to Prepare
A little preparation can help you get the
most out of your experience at the Financial Planning Day. Here are a couple of
tips to help you prepare:
1. Make a list of
questions you want answered. Refer to the Financial
Planning Topics to learn more
about topics and questions you can address with financial planners.
relevant financial documents and a financial snapshot of your current financial
situation. For a list of useful resources and tools to help you prepare,
including customizable financial planning worksheets, refer to the Resources page.