Aug
30
6:00 PM18:00
Financial Planning w/ DBR & CO
Do you have a financial plan? Are you curious to learn more about your available saving and investment options? Would you like to learn more about how to set and achieve financial goals? Adam Souply, CFA, CPFA™, AIF®, MBA, and Jeremy Suschak, CFP®, from DBR & CO will present an online workshop on the critical areas of financial planning such as retirement and estate planning, investment strategy, debt management, and more! join via zoom →