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WTS Phila: AHEAD OF THE CURVE Financial Planning for Major Life Events
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When it comes to pre-planning for major life events,
Some of us are better than others.
And yet...these milestones can be
some of the most stressful we ever face:
home purchase, wedding, kids?, unemployment,
retirement, sudden illness, business start-up
With a little financial forecasting, you can get
ahead of the curve and avoid some of the anxiety.
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WTS PHILADELPHIA'S
PROFESSIONAL DEVELOPMENT COMMITTEE
presents
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AHEAD OF THE CURVE
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Financial Planning for Major Life Events
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The panel will address:
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- How to plan for life events with greater confidence and clarity
- How your cash flow impacts life events
- Best practices for establishing goals
- Benefits and sense and sense of security from financial planning
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With:
Tonia Adleta
CEO, Adleta Events
Bill Friederich
Mortgage Broker, Bayshore Mortgage
Jaime Kerezsi
Realtor, Keller Williams
Earl Shorter
Retirement Advisor, Pegasus Financial Planning
Moderator:
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Ty McGilberry
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Financial Advisor, Lincoln Financial Advisors
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Date:
Tuesday,January 28, 2020
Time:
11:30 AM -Lunch & Networking
12:00 PM-1:30 PM- Program
Location:
Michael Baker International
1818 MarketStreet, Suite 3110, Philadelphia, PA 19103
Price:
Members - Free ($15 cancellation fee applied to no-shows)
Non-Members - $30
Lunchwill be provided.
Please advise of any dietary restrictions.
RSVP Deadline:
Space is limited, so register by Thursday,January 23, 2020.
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Please respond by clicking one of the buttons below:
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