Kings Wealth Solutions | Webinar: Spring Clean your Finances

Webinar: Spring Clean your Finances

DATE: Thursday, March 21, 2024

TIME: 1:00 PM - 1:45 PM EDT

You must RSVP to receive access credentials for this event or seminar

PRESENTED BY: Janet Koh, Director, Advisor Advancement Institute - New York Life

HOSTED BY: King Wealth Solutions, a private wealth advisory practice of Ameriprise Financial, LLC

During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following:

· Organizing different forms/statements

· Budgeting, cash management tools

· Retirement (contributions, asset allocation, education, etc.)

To reserve a spot: call us at 860.651.5969 or email us at kingwealthsolutions@ampf.com

 

Kings Wealth Solutions | Webinar: Spr...

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Date and Time

Thursday Mar 21, 2024
1:00 PM - 1:45 PM EDT

Website

https://www.ameripriseadvisors.com/team/king-wealth-solutions/events/

Contact Information

860.651.5969
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