As part of our bi-weekly webinar series, we’ll be speaking to you about three main topic areas: 1) financial planning foundations, 2) investments and 3), advanced planning.

In this webinar, we start with the basics - each financial plan must be built on a strong foundation, and an important part of that foundation is an emergency fund. Learn the why, what and how, and understand why it’s not a one-size-fits-all model.

Note: while we have been Zoom users for quite some time, we’re still adjusting to technology for recording and playback. We had some technical difficulties and unfortunately, the first few minutes of the webinar were cut off. However, much of it was captured, and we’re a phone call away for any of your questions!

Click here to view our prior webinar - Uncertain Times - where we discuss fear and volatility in the markets and what you should do about it.

Our next webinar is April 13 at 12:00 p.m. EST. Please let us know if you would like to attend.