Take Charge of Your Financial Future Webinar - Jan. 4, 2013 


    Title:  Take Charge of Your Financial Future
    Date:  January 4, 1-2p.m. ET
    Speakers:  Jean-Luc Bourdon, CPA/PFS and Susan Bruno, CPA/PFS

    In light of financial uncertainty caused by the fiscal cliff, a weak economy and ongoing tax changes, this New Year is the perfect opportunity to set goals and proactively plan for your financial future. This is your money and your life; now is the time to turn your focus to creating or updating your comprehensive personal financial plan, including retirement, estate, tax, investment and insurance planning. In this web seminar on January 4 at 1-2p.m. ET, leading practitioners Jean-Luc Bourdon and Susan Bruno will lead you through a plain English discussion on taking charge of your financial future and setting short-term and long-term financial goals so that you can achieve your dreams.

    Registration Information

    Webinar Presentation Recording | Presentation Materials | Personal Finance Report Card




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