Broker Check
12 Dec
Last Chance Financial Planning Checklist


This is a quick workshop to help you determine if you need to take any actions before the end of the year.

We will provide you with a simple checklist that covers items like taxes, retirement savings, investments, insurance, and medical.

The entire Workshop might be around 30 minutes but it will help you identify if you have everything covered or need to address any issues before the year is over.

Date and Time

Tue, Dec 12, 2023

6:30p - 7:30p EST


NC Office and via Webinar

2544A Plantation Center Drive
Suite A
Matthews , NC 28025
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Event Registration