Growth Gains Café: "5 Common Mistakes in Financial Planning (And How To Avoid Them!)" with Jenevieve Lenz
As a Wealth Management Advisor at Financial Growth Partners, Jenevieve is committed to delivering financial plans and helping her clients clarify the essential elements they need to live their most fulfilled life now and in retirement. She is best at helping you understand your comprehensive picture of how your 'ever evolving' action-oriented financial plan will support your ideal lifestyle. In this session with Jenevieve, you will learn how to avoid making a financial planning mistake, how to create a plan you feel comfortable revisiting every single year, and how to find the right support along with a better understanding of the questions you should be asking!
Date and Time
Thursday Jul 13, 2023
12:00 PM - 1:00 PM EDT
Thursday, July 13th
12-1 PM
Location
VIRTUAL ONLY!
A Zoom link will be provided upon registering.
Fees/Admission
Visit www.sierralearnership.com/growth-gains-cafe for registration information.
Use code TVRCMEMBER for your member discount.
Contact Information
Sierra Collins
Send Email