Financial Wellness: How Financially "Fit" Are You? | Insight Wealth Strategies
Автор: Insight Wealth Strategies, LLC
Загружено: 2023-02-24
Просмотров: 1438
Our presenters Brian Stormont, CFP® and Alex Austin, CFP® are taking on the role of your personal financial fitness coaches this February. They will be walking you through the exercises you can take to reach financial wellness.
We will cover:
Overview of cash flow and financial safety
Steps to accumulating wealth (saving for retirement, building your investment portfolio etc.)
How to measure your current financial "fitness" and the steps you can take to reach and maintain financial freedom
Read more about financial wellness:
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