Ask-a-Planner Day: On-site Financial Planning Sessions
"The best way to predict your future is to create it."
In these on site one-on-one financial planning sessions, participants receive invaluable guidance and planning around their most critical financial issues and goals. Ideal for people who prefer to meet face to face with a Certified Financial Planner™.
- This is a once in a lifetime opportunity for your employees or members to get unbiased financial guidance from a Certified Financial Planner™ who is not trying to sell a financial product or service.
- Sessions include financial modeling tools so that participants can find out how much they need to save to achieve their financial goals and determine how to best invest their savings.
- All participants receive a personal action plan after the session, detailing the steps they need to take to achieve their financial goals.