Building a Foundation for Financial Success
SHJ Wealth Advisors
Catalyst Campus - Historic Harvey House
11:30 am - 1:00 pm
The presentation will serve as a roadmap to developing a well-rounded financial plan. Our speaker will discuss what components make up a plan, give attendees some things to consider from their perspective, and share details around how planners approach the concepts. By the end, everyone will have a better understanding of financial planning considerations, where they sit with their current situation and some direction as to what needs to be addressed moving forward.
The presentation will also include a brief market update to share some thoughts on how we view the economy, given its recent added volatility.
This event is free for EPCBA members and lunch will be provided!