Kings Wealth Solutions | Webinar: Spring Clean your Finances
Webinar: Spring Clean your Finances
EDT
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Janet Koh, Director, Advisor Advancement Institute - New York Life
King Wealth Solutions, a private wealth advisory practice of Ameriprise Financial, LLC
During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following:
· Organizing different forms/statements
· Budgeting, cash management tools
· Retirement (contributions, asset allocation, education, etc.)
Date and Time
Thursday Mar 21, 2024
1:00 PM - 1:45 PM EDT
Contact Information
860.651.5969
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