Events

Your Journey: Planning Your Future Webinar

There is no question the COVID-19 pandemic has given us all ample opportunity to reflect on our lives, to reset priorities that draw us closer to our core values, and to sharpen our focus on what is deserving of our time and what is not.

 

Please join as I host Nancy Fahmy from Russell Investments to explain why a conversation with not only your advisor, but also with the people who matter most to you, is critical to the decisions you make today about your future. This insightful webinar will help you:

 

1. Identify five key areas of your life and their potential impact on financial decisions;
2. Consider which family members and other important people in your life should be informed of your decisions to ensure alignment;
3. Formulate an action plan to begin getting organized today.