Financial Planning Tune-Up

Program Type:

Business & Career, Lectures

Age Group:

Adults
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Event Details

In personal finance, small adjustments to your money matters and habits can have a great impact on future financial outcomes. In this seminar, we'll explore a 'Personal Finance Checklist' of meaningful changes you can apply to your financial situation. 'Tune Up!' and take control of your personal finances!

Adam Scherer, MS, CFP®, EA, founder of West Hartford-based financial planning firm, Greenbeat Financial, & Director of Curriculum at the Boston Institute of Finance, will lead the session.

Greenbeat Financial is a fee-only financial planning firm, proudly serving new and growing families, individuals, and businesses across the country.

Adam Scherer, MS, CFP®, EA, founder of Greenbeat Financial, provides honest, understandable financial solutions thoughtfully tailored to your situation.

For more information on Greenbeat Financial, visit www.greenbeatfinancial.com

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