By popular request, the CWBA is offering a three-part financial wellness series for our members! Come meet with financial experts and advisors as we dive into numerous topics such as: finance 101, how to choose a financial advisor, saving money vs paying loans, planning for children and aging parents simultaneously, “happy money” and strategies to employ to be at peace with money, and a breadth of other topics. We will have engaging conversations regarding all stages of financial planning and answer those burning questions you’ve always wanted to ask about money but never have.
SESSION 1: Finance 101 – Preparing For Your Financial Future Meeting your financial goals is often a balancing act between planning for the future and enjoying your current lifestyle. During this session the presenters will identify actionable steps that you can take to prepare for your financial future. This will include why, when and how to work with a financial planner, setting reasonable priorities and expectations, how to read and implement a financial plan, and ways to manage the inherent risks your financial plans often have. Topics will also include how to manage different priorities such as planning for college education and caring for aging parents.
Presenters: Assured EquityDeborah L. O'Neil, J.D., LL.M., CFP®, AIF®, CLUSean M. Lorenz, CFP®, ChFC, CLU