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Aligning Business & Personal Financial Goals

October 4, 2023 @ 6:00 pm - 8:00 pm

FREE

Are you ready to take charge of your financial future? Discover the keys to mastering your financial journey at WEDC’s event – Aligning Business & Personal Financial Goals.

Unlock the secrets to organizing, safeguarding, and amplifying your financial well-being. Whether you’re an entrepreneur, professional, or someone eager to enhance your financial acumen, this event is tailor-made for you!

Topics Include:

Overcoming Financial Obstacles: Gain insights into the roadblocks hindering your financial success and learn strategies to overcome them.

Crafting a Solid Savings Strategy: Explore the art of setting achievable savings goals and learn how to make your money work for you.

Mastering the Basics of Budgeting: Discover the power of budgeting to take control of your finances and achieve your dreams.

Embracing Retirement Planning: Understand the critical importance of retirement planning and how to create a secure financial future for yourself.

Our expert speakers will share invaluable insights and actionable tips that you can implement immediately. Don’t miss out on this incredible opportunity to transform your financial landscape. Secure your spot now and take a confident step towards a brighter financial future!

To register click here. Hurry, limited seats available! Reserve your spot today and embark on your journey to financial success!

Speakers: Jill Van Nostrand and Erin Hoffman, Certified Financial Services

Jill Van Nostrand has dedicated her business to focusing on physical therapists, dentists, and others in the medical field. She educates and leads them on ways to build and protect their wealth by focusing on important key areas of their financial worlds. She helps them implement strategies that allow them to gain financial confidence. As Jill is aware of the time and money that medical professionals invest in to become the professionals they are today, her mission is to help protect them financially just as they protect the medical health of their patients.

Erin Hoffman specializes in working with Women business owners, and Physical Therapists, as well as other Healthcare Professionals. She understands that as a Healthcare professional, you specialize in the movement of the body. And once she started working with her aunt and best friend, who were PTs navigating their own struggles and successes, she started partnering with countless others who wanted to focus on the movement in their financial world. She has been successful in assisting with sticking points in their finances, leading them to a place of greater range of motion in their financial world. She also hosts monthly educational classes for Healthcare Professionals on various topics.

Disclaimer: Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Certified Financial Services LLC is not an affiliate or subsidiary of PAS or Guardian. AR Insurance License Number – 18689061, CA Insurance License Number – 4052579. 2023-159916 Exp 10/5/23 2023-159916

 

finance workshop

Details

Date:
October 4, 2023
Time:
6:00 pm - 8:00 pm
Cost:
Free
Event Category:
Website:
https://www.vistashare.com/forms/v2/intake/b6134c48afe546dd8b8f27d3b11001f3/

Venue

WEDC Westchester
901 North Broadway - Suite 23
White Plains, NY 10603 United States
+ Google Map
Phone
914-948-6098
View Venue Website
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