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DTSTART:20220428T123000Z
DTEND:20220428T140000Z
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SUMMARY:Coffee & Contacts-Get a Financial Health Check-Up
DESCRIPTION:Topic: Get a Financial Health Check-Up\n\n\n\nGregory W. Davis\, CFP \, CFTA and Jeffrey P. DeHaan\, CFP  from Clearwater Capital Partners will be sharing the importance of creating a financial check-up that works for you. Most experts agree that individuals and families should conduct a personal financial check up on an annual basis as well as after a major life event. Just like you should go to the doctor every year for preventative care\, you should be reviewing your finances to identify strategies to improve your financial health and screen for potential problems. At this meeting you will receive some tips and takeaways to help you better navigate your financial situation. \n\n\nSpeaker: Gregory W. Davis\, CFP \, CFTA\, Partner - Senior Wealth Advisor\n\n\n\n\nSpeaker: Jeffery P. DeHaan\, CFP  \, Partner\n\n\n\n\n\nAbout Clearwater Capital Partners\n\nClearwater Capital Partners is an independent wealth management firm\, locally owned and privately held. As a trusted advisor\, Clearwater Capital Partners is uniquely qualified to serve business owners and executives by providing advice through our private client\, institutional and risk services divisions. \n\n\n\nCoffee & light pastries provided by Chicago Marriot Schaumburg!
X-ALT-DESC;FMTTYPE=text/html:<span style="font-size:16px\;"><span style="font-family:verdana\;"><span style="color:#000080\;"><span style="font-size:20px\;"><strong>Topic: Get a Financial Health Check-Up</strong></span></span><br />\n<br />\n<span style="color:#000000\;">Gregory W. Davis\, CFP&reg\;\, CFTA and Jeffrey P. DeHaan\, CFP&reg\; from Clearwater Capital Partners will be sharing the importance of creating a financial check-up that works for you. Most experts agree that individuals and families should conduct a personal financial check up on an annual basis as well as after a major life event. Just like you should go to the doctor every year for preventative care\, you should be reviewing your finances to identify strategies to improve your financial health and screen for potential problems. At this meeting you will receive some tips and takeaways to help you better navigate your financial situation.&nbsp\;</span></span></span>\n<div style="margin-left:0in\;"><br />\n<span style="font-size:16px\;"><span style="font-family:verdana\;"><b>Speaker: Gregory W. Davis\, CFP&reg\;\, CFTA\, </b><strong><em>Partner - Senior Wealth Advisor</em></strong><br />\n<b><img alt="" height="200" src="https://chambermaster.blob.core.windows.net/userfiles/UserFiles/chambers/9129/Image/2022/greg.jpg" style="width: 280px\; height: 200px\;" width="280" /></b></span></span></div>\n<br />\n<b style="font-family: verdana\; font-size: 16px\;">Speaker: Jeffery P. DeHaan\, CFP</b><span style="font-size: 16px\;"><span style="font-family: verdana\;"><sup>&reg\;&nbsp\;</sup></span></span><em><b style="font-family: verdana\; font-size: 16px\;">\, Partner</b></em><br />\n<img alt="" height="200" src="https://chambermaster.blob.core.windows.net/userfiles/UserFiles/chambers/9129/Image/2022/Jeff.jpg" style="width: 275px\; height: 200px\;" width="275" /><br />\n<br />\n<span style="color: rgb(0\, 0\, 0)\; font-family: verdana\; font-size: 16px\;">About Clearwater Capital Partners</span><br style="color: rgb(0\, 0\, 0)\; font-family: verdana\; font-size: 16px\;" />\n<span style="color: rgb(0\, 0\, 0)\; font-family: verdana\; font-size: 16px\;">Clearwater Capital Partners is an independent wealth management firm\, locally owned and privately held. As a trusted advisor\, Clearwater Capital Partners is uniquely qualified to serve business owners and executives by providing advice through our private client\, institutional and risk services divisions.&nbsp\;</span><br />\n<br />\n<span style="font-size:16px\;"><span style="font-family:verdana\;"><span style="color:#000080\;">Coffee&nbsp\;&amp\; light pastries provided by Chicago Marriot Schaumburg!</span></span></span>
LOCATION:Chicago Marriott Schaumburg
UID:e.9129.3963
SEQUENCE:3
DTSTAMP:20260406T084251Z
URL:https://members.schaumburgbusiness.com/events/details/coffee-contacts-get-a-financial-health-check-up-3963
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