Why Us?

Through my financial planning practice I offer personal financial wellness to each of my clients in the areas of budgeting, cash and liquidity management, saving for the future, investment management, asset protection strategies, estate planning, and tax strategies to save more efficiently/more. I also have about 30 seminars/lunch-n-learn presentations I can do for groups. I work with wellness and benefits leaders to identify seminar topics appropriate for each demographic.

Booth Info

Raffle Prize: Lunch for the winner and up to 10 friends.
Interactive Element: I can answer any specific financial planning question an individual might have.
Brings Printed Materials: Yes
Brings Giveaways & Freebies: Yes

Representatives

No reps listed.

Reliability

0 Cancellations
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