GRID | Master What’s Next: Four Pillars of Financial Success
Name:
GRID | Master What’s Next: Four Pillars of Financial Success
Date:
December 13, 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:
Speakers:
Jamie Bosse, CFP® is a Financial Planner at Aspyre Wealth Partners. She helps client?s maneuver through life?s transitions and overcome any obstacles along the way. She finds it extremely rewarding to help people organize their financial lives, maximize their human capital, and get closer to their life goals.
Jessi Chadd, CFP® is a Principal with Aspyre Wealth Partners. Jessi enjoys working with individuals and their family to help them clarify their goals, create actionable plans, and then take action to make the goals a reality! Jessi has a passion for helping individuals navigate various life transitions that often involve money
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:
Jamie Bosse, CFP® is a Financial Planner at Aspyre Wealth Partners. She helps client?s maneuver through life?s transitions and overcome any obstacles along the way. She finds it extremely rewarding to help people organize their financial lives, maximize their human capital, and get closer to their life goals.
Jessi Chadd, CFP® is a Principal with Aspyre Wealth Partners. Jessi enjoys working with individuals and their family to help them clarify their goals, create actionable plans, and then take action to make the goals a reality! Jessi has a passion for helping individuals navigate various life transitions that often involve money
