Focused on assisting in developing realistic financial goals and overcoming common roadblocks to financial success. This presentation focuses on six key areas: cash management, insurance protection, investing, tax management, saving for retirement, and leaving a legacy. Attendees will walk away with a basic understanding of how to develop a plan for their short and long-term goals and best practices.
Registration is required at https://myumi.ch/z11ER.
We want to ensure full and equitable participation in our events. If an accommodation would promote your full participation in this event, please follow the registration link to indicate your accommodation requirements. Please let us know as soon as possible in order to have adequate time, preferably one week, to arrange for your requested accommodations or an effective alternative.