virtualCX | Master What’s Next: Getting your financial House in Order – Budgeting/cash flow
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.
Aspyre Wealth Partners specializes in helping successful people master what’s next by partnering with their clients to define further success and formulate strategies aligned with the individual's goals.
It all starts with defining what success means for you. Whether you need help refining one aspect of your financial life, or a fully aligned, comprehensive strategy, you can learn about the next steps to financial success through Aspyre's Master What's Next® series.
In this first session, participants will learn about:
Aspyre Wealth Partners specializes in helping successful people master what’s next by partnering with their clients to define further success and formulate strategies aligned with the individual's goals.
It all starts with defining what success means for you. Whether you need help refining one aspect of your financial life, or a fully aligned, comprehensive strategy, you can learn about the next steps to financial success through Aspyre's Master What's Next® series.
In this first session, participants will learn about:
- Budgeting and cash flow
- Savings accounts and what they entail – 401(k),403(b), IRA, Roth, what are all these and what should I be doing?
- Insurance options - determine what type of insurance is needed for you and your lifestyle
Speaker Bio:
As an executive/career coach, Joni Lindquist, MBA, CFP assists business leaders in becoming more effective leaders, proactively managing their careers and handling career transitions. As a financial planner, Joni assists clients in navigating life’s transitions by building and implementing financial plans to achieve their goals.
Joni brings over 25 years of experience, including a decade in executive level operational and strategic positions at a Fortune 500 firm. Joni is active in the community, currently as the Immediate Past Board Chair at the Women’s Christian Association, which oversees Armour Oaks Senior Living Community. She previously served on the boards of Central Exchange and Bishop Sullivan. Joni is an active member in the Financial Planning Association and The Society for Human Resource Management.
She is a graduate of Bowling Green State University in Ohio with a B.S. degree in Business Administration. Joni earned her MBA from The Ohio State University.
Date and Time
Thursday Nov 1, 2018
12:00 PM - 1:00 PM CDT
Thursday, November 1, 2018
12:00 p.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
