Successful people often live with doubts about financial matters. They don’t know who to talk to—or how to become informed.
Many 60-year-olds wish they hadn’t waited to make decisions to secure their financial future. Now is the time to get your affairs in order.
Attorney Matthew Schlau and CERTIFIED FINANCIAL PLANNER™ Keith Conley have put together a concise guide explaining the financial steps and choices we all face at different steps in our careers, from our 30s and 40s, to our 50s and 60s, and beyond.
This event will be beneficial for people ages 30 to 60+. It will provide insights on the steps necessary at each life stage to be able to attain financial freedom. It is designed for those who LOVE their family and desire to make the best use of their wealth—both now, and in the future.
There are actions you can take to increase your ability to build, enjoy, and transfer your wealth—while avoiding many of the hassles and pitfalls caused by a lack of knowledge, fear of failure, or poor preparation.
This is a No Cost, No Obligation event.
Mark your calendar. It will be LIVE online, 6-7pm Pacific, March 30th.
Show up right from your computer.
Matthew and Keith will guide attendees through the financial planning decisions needed in each specific life stage.
Attendees of the live session will also receive a free gift with additional, valuable information on how to improve their family’s affairs.
Tuesday Mar 30, 2021
6:00 PM - 7:00 PM PDT
Tuesday, March 30th at 6:00 PM via zoom webinar
This is a zoom webinar. Please register at:
https://www.eventbrite.com/e/how-to-get-your-familys-financial-and-legal-affairs-in-order-registration-144781995847
Free
Keith Conley 949-438-0397
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Printed courtesy of www.placentiachamber.com/ – Contact the Placentia Chamber of Commerce for more information.
120 S. Bradford Avenue, Suite B, Placentia, CA 92870 – (714) 528-1873 – info@placentiachamber.com