Topic: Get a Financial Health Check-Up
Gregory 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.
Thursday Apr 28, 2022
7:30 AM - 9:00 AM CDT
SBA Member $15
Non-Member $30
