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2025 Key Financial Planning Actions

Tue, Dec 10

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Online Webinar

Ring in the new year feeling confident about your finances!

2025 Key Financial Planning Actions
2025 Key Financial Planning Actions

Time & Location

Dec 10, 2024, 7:30 PM – 8:40 PM EST

Online Webinar

Guests

About the event

Make 2025 the Year Your Financial Planning Is Stress-Free!


Financial planning doesn’t need to be one more thing weighing on your already full plate. Join me for a focused, 60-minute session to learn the exact steps to take in the first half of 2025 to set yourself up for success all year long.


This is not a sales pitch or a time-waster—I know how busy you are. My goal is simple: to identify the essential actions that will make your financial life easier and empower you to tackle 2025 with confidence.


In this free webinar, you’ll walk away with:

  • A clear, actionable plan for the first half of the year

  • Simplified steps to stay on track without stress

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