Age Group:
Business
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Program Description
Event Details
King Wealth Solutions in Simsbury offers monthly financial wellness webinars.
During this webinar, Janet Koh will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following:
- Organizing different forms/statements
- Budgeting, cash management tools
- Retirement (contributions, asset allocation, education, etc.)
Presented by Janet Koh, Director, Advisor Advancement Institute - New York Life and hosted by King Wealth Solutions, a private wealth advisory practice of Ameriprise Financial, LLC.
To reserve a spot, click the link HERE, or call 860.651.5969 or email kingwealthsolutions@ampf.com