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Financial Wellness for Professionals and Business Owners
January 23 @ 4:30 pm - 6:00 pm
When was the last time your CPA, Business Attorney, Financial Advisor, Insurance professional, mortgage broker and other professional got together to discuss your financial well being? As a leader in integrated planning, Jenevieve Lenz uses a Financial Wellness approach to help professionals and business owners examine cash flow and identify holes on their balance sheet, so improvements can be made.
Take part in valuable education and kick start your Financial Wellness 2020! We believe in the importance of this workshop so much that we are offering a complimentary ticket for you to bring your spouse, partner, or close friend!
- Get actionable steps you can implement to improve your financial picture in 2020
- Learn how to examine cash flow and protect your income
- Identify various personal and business risks and develop a plan to address them
- And more!
About the Presenter:
Jenevieve Lenz, MBA
Wealth Management Advisor
First Financial Group