Private Consultation with a Financial Planner

Primary tabs

Program Type:

Career & Business

Age Group:

Adults, Adults 55+
Please note you are looking at an event that has already happened.

Program Description

Event Details

Do you have any personal finance questions? Schedule a 30-minute meeting with a CERTIFIED FINANCIAL PLANNERTM  via Zoom to discuss your financial situation. Topics can include money management, saving and retirement planning, saving for college, liability management, and more. Please come prepared with your questions.  

Join Zoom Meeting:

Meeting ID: 898 0398 9222

Click here to make an appointment.

If you wish to join the waiting list, please email