Broker Check
20 Oct
Financial Planning 101


Have you ever heard the phrase “failing to plan is planning to fail”? Well, that may not be far from the truth when it comes to financial planning. People are living longer, healthcare costs continue to rise, and both inflation and the uncertainty of investment performance can impact our financial goals.

Financial planning isn’t just for millionaires. Research shows that American households, across all income levels, who have a financial plan, feel more on track for retirement and they’re more confident in making financial decisions. Many Americans believe they don’t have enough money to have a written financial plan, believe it would be too expensive to create a plan, or believe it’s too time consuming and complex. However, the longer they wait, the harder it is to achieve their financial goals.

Please join us as we share with you the aspects of a financial plan and how we can help you build a personalized plan that will help you prepare for the “certainty of uncertainty”.

If you have questions about the event, please contact us at

Date and Time

Thu, Oct 20, 2022

12:00p - 1:00p PST


Zoom Webinar


You are required to register if you plan to attend this virtual event. Please click on the green button above to register. Once registered, you will receive a confirmation email with instructions to join.


Event Registration