Saturday July 8th @ 10:30 AM
Join Saturday Advisor to Start Financial Plan in 1-hour!
Working with a CFP® professional can help you find the path to achieving your financial goals. Your goals may evolve over the years as a result of shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone who has committed to CFP Board, as part of their certification, that they will act as a fiduciary, and therefore, act in their client’s best interests, at all times when providing financial advice.
YOUR IDENTITY...IT'S WHO YOU ARE...
BUT COULD IT BELONG TO SOMEONE ELSE?
As your trusted advisor, helping you achieve your life goals is part of our
mission. This includes educating you on protecting yourself from
things that threaten those goals. In today's digital world, one of the most
crippling threats comes in the form of cybercrime and identity theft.
Guest Speaker: Jared Hoffman
Jared Hoffman is a Managing Director at Buckingham Strategic Partners. Part of Jared's role includes educating firms & clients on best practices around cybersecurity. He is a member of Infragard, a joint effort between the FBI and private/public sector to share knowledge and combat cybercrime.
SFM Presents a Social Security Planning Webinar - Jan 18th, 2023, at 2:30PM!
Social Security Planning is such an essential part of retirement planning for the baby boomer generation! Retirement for this generation is a second or third career in life. It is so important to get it right, to make an informed decision based on your personal situation! Let’s take ownership of this program! Truly understand what Social Security benefits represent.
Please join Security Financial Management in partnership with Fidelity Advisors for a Social Security planning webinar featuring Social Security expert Elaine Simmons.
