Financial Planning 101

You’ll learn actionable strategies that can help you:

• Look at ways to make the most of your income. For example, we’ll discuss how to maximize your workplace benefits.
• Live the life you want today — and in the future — by understanding the basics of developing a smart investment plan.
• Maintain financial balance by being prepared for risks and unexpected events; we’ll outline what types of insurance may make sense for you.
• Create a meaningful legacy today. For example, we’ll identify the most important documents you should have in order.

Presented by: Jessica Hensley, CFP^®, APMA^®, CRPC | Financial Advisor | Certified Financial Planner
Light refreshments will be provided.