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11 June
What Is in A Holistic Financial Plan: - Evening


Come join us for Larry Rosenthal’s Weekly Webinar event:

Week 2:  What Is in A Holistic Financial Plan:  Often-Overlooked Topics in Financial Planning

  • For so many, the retirement question has transformed from “Do I have enough money?” to “Am I managing my money in a way that is improving my life?” Is your financial plan crafted in a way that addresses your 130-point check list?  In this one-hour webinar, Larry reviews the 62 of your most important planning considerations.  Without a properly-crafted Financial Plan, you could miss the finish line. 

Date and Time

Thu, Jun 11, 2020

7:00p - 8:00p EST


Web Ex online meeting

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