Events
Taking a Financial Snapshot
Social media and selfies have shaped how we see ourselves. We’re going to take that concept and apply it to your finances. We’ll educate you on how to take a financial snapshot, so you can evaluate your situation and become armed with the knowledge you need to help reach your financial goals.
We will discuss:
- Retirement Planning
- Taxes and your retirement plan
- Protecting your assets
- Managing your spending and debt
When: | Thursday, February 13, 2025 - 4:00-5:00pm |
Where: | 2800 Tremont Rd. Upper Arlington, OH 43221 |
Host: | William Poindexter |
Phone: | 614-358-3266 |