18
Feb
Financial Planning Foundations
Description
Join us for an educational webinar focused on the foundational elements of a strong financial plan. Michael Ames, CFP®, walk through key planning areas that help individuals and families make more informed decisions, reduce uncertainty, and stay aligned with their long-term goals.
Topics will include:
- Setting and refining clear financial goals
- Building and maintaining appropriate emergency reserves
- Managing and prioritizing savings and investments
- Understanding tax considerations and planning opportunities
- Reviewing debt, cash flow, and overall financial structure
Date and Time
Wed, Feb 18, 2026
12:00p - 1:00p EST