Broker Check
24 Jan
Working with a Financial Planner


You may hear a lot of talk these days about ‘financial planning’, or what a ‘financial planner’ does. You may have heard people – maybe even seen television ads – talking about what it is and what it means to be a ‘fiduciary’. Some of you may even have worked with a financial professional in the past. Whether the idea of planning for the future excites you, overwhelms you, or is a mix of both – one of the ways to juggle those emotions while still making progress towards your goals is by having someone in your corner to guide you. Someone who not only understands financial management, but also understands you and what matters most to you.


Date and Time

Wed, Jan 24, 2024

12:00p - 1:00p CST


Zoom Meeting - Click on event to register


Event Registration