Free Workshop with food and refreshments provided.
This workshop goes into greater depth on these topics:
How does financial planning differ from buying products and investments without a strategy?
What are some key questions you should consider when planning your goals and assessing your assets and risks?
What are the steps of the financial planning process and how do you stay on track for success?
Financial Planning is an important process which enables you to look at your assets, goals and risks and develop a clear financial roadmap. You may be focused on one particular objective, such as retirement or education savings, or you may have a need to look at all the different facets of your financial life. If you think your financial strategy may be disorganized and unclear, this may be the time to pull it all together.
Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC. (IF IAR--Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.) AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, as AXA Network Insurance Agency of Utah, LLC. AXA Advisors and AXA Network do not provide tax or legal advice. [[DBA Name] is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.] GE-134532 (04/18) (Exp 04/20)
Wednesday, June 13 at 6:00pm to 7:30pm
Williams Center B046, Horizon Room, Horizon Room - B046
Williams Center, Fredonia, NY 14063