2018-06-29T15:54:41+00:00

DT | Master What’s Next: Four Pillars of Financial Success

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Name: DT | Master What’s Next: Four Pillars of Financial Success
Date: December 11, 2018
Time: 11:45 AM - 1:00 PM CST
Registration: Register Now
Event Description:
Life is a series of moves, new relationships, new opportunities, detours, different jobs and changing goals and aspirations.  In the Master What’s Next series, Aspyre Wealth Partners will tackle topics to help you navigate life’s ups and downs from a career and financial perspective.  Each topic is stand-alone.
 
Our third topic is: The Four Pillars of Personal Financial Success.
 
While the media focuses on investing, the reality is that personal financial success depends much more on other factors, such as income, savings and spending.  The good news is that you have more control over these other factors.  In this session, participants will walk away with tools to:
  • Actively manage their career (Income)
  • Identify   goals to save for (Savings)
  • Build a spending plan (Spending)
  • Invest with a purpose (Investing)
 
Speakers:
Patrick Amey, CFP® is a Financial Planner at Aspyre Wealth Partners.  Pat enjoys helping clients Master What’s Next in their career and life; maneuvering through life’s transitions by anticipating and overcoming obstacles along the way.
 
Joni Lindquist, MBA, CFP®, is a Principal at Aspyre Wealth Partners. As an executive coach and financial planner, she enjoys helping clients clarify a path and take meaningful action to make progress toward their aspirations, while adapting and persisting through life’s transitions.
Location:
Central Exchange Downtown
1020 Central Street STE 100
Kansas City, MO 64105
Date/Time Information:
Tuesday, December 11, 2018
11:45 a.m. - 1:00 p.m.
Contact Information:
Kaylah Perry
Fees/Admission:
$0.00 Members
$35.00 Non-Members
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