Featuring: Jackie Sheahan & Lisa Fox
Senior Vice President,
Executive Vice President &
Lisa and Jackie will discuss the elements of developing a comprehensive
financial plan and the areas that they focus on when working with their clients.
Whether you are interested in developing a plan for yourself or for
your clients this should be an interesting discussion.
When: Thursday, January 28
12:00pm — 1 pm
Where: Benjy’s – Upper Washington location
Cost: Paid and Basic/Free members: $40; Guests: $45