virtualCX | Master What’s Next: Four Pillars of Financial Success
This is a virtualCX Program that can be accessed remotely from your desk. You will receive the event passcode in your confirmation email when you register.
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.
Date and Time
Tuesday Dec 11, 2018
12:00 PM - 1:00 PM CST
Tuesday, December 11, 2018
12:00 a.m. - 1:00 p.m.
Location
Virtual! Access this program remotely from your computer, tablet or smartphone.
Fees/Admission
$0.00 Members
$20.00 Non-Members
Contact Information
Kaylah Perry
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