Building a Foundation for Financial Success

  • 24 Jun 2022
  • 11:30 AM - 1:00 PM
  • Catalyst Campus - Historic Harvey House

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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!

El Paso County Bar Association is a 501(c)6 non-profit organization.
P.O. Box 429, Colorado Springs, CO 80901-0429

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