New Year, New You, New Financial Goals

Next date: Saturday, March 01, 2025 | 01:00 PM to 03:00 PM

New Year, New You, New Financial Goals, a FREE, interactive event designed to help people reflect, reset, and reimagine their financial future. Together, we’ll explore why setting financial goals matters and how to do it effectively, strategies for protecting your income and building long-term security, tax preparation tips to set yourself up for success, the psychology behind money and improving your relationship with it, and practical insights into using life insurance as a financial tool. This session will be led by Licensed Tax + Financial Professionals, and as a bonus, attendees will receive a complimentary financial needs assessment (a $300 value) when booking a one-on-one consultation onsite.