Events Calendar

Financial Planning Workshop

Date: April 25, 2018 Time: 7:00 PM - 8:00 PM

Event Description This workshop will discuss the critical components a financial plan, how to choose the right advisor, and how to build your way to financial independence. Attendees will learn the 10 questions you should ask any advisor, how to prioritize their investment goals, and create a foundation to form their custom plan. Presented by Matt Laufenberg, Managing Director of GlobalMacro Partners.

This program is part of Money Smart Week 2018. For more information, visit moneysmartweek.org


Event Location Wheaton Public Library
Large Meeting Room, Lower Level
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Date/Time Information Wednesday, April 25, 2018 - 7:00 to 8:00 pm
Contact Information
WPL Reference
Fees/Admission
No Fee, Registration Required
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