Taking the Plunge: Intro to Financial Planning

Thursday, January 21, 2016 4:00 pm
RAM Restaurant
9520 Higgins Road
United States

Are you ready to start your personal financial plan but clueless on where to begin?

On Thursday, January 21 Chris Prestegaard of American Chartered Bank and Darrin Shallcross of Lincoln Financial Advisors will lead us through the basics of setting up your personal financial plan. With their expertise, we’ll learn what we need to begin financial planning and they will be able to answer specific questions you have about banking, finances and credit.

If you are looking for guidance on starting your personal financial plan, we invite you to attend this hands-on presentation. You are encouraged to bring family, employees and co-workers along with you. We hope you’ll join us and share your own experiences of financial planning as we embark on this journey together.

This event is sponsored by Shallcross Financial Planning and hosted by the CFBC Young Leaders Committee. If you identify as a next gen or emerging leader, we invite you to attend this insightful panel discussion. If you do not identify as a next generation leader, you are welcome to send someone from your company that does identify. We hope to see you there!