Age Group:
AdultsProgram Description
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