FOL Financial Planning Re-cap Session
Earlier this year the WB FOL group worked with other community members and local business professionals to present a financial educational series. Overall the program was well received and those who attended gained valuable insight and information. These sessions were successful because of the educational format–there were no “hard sell” sales program.
Because they were working with business professionals’ schedules, weekends simply weren’t an option. In addition, for a variety of reasons, they could not record any of the sessions. After collecting some additional feedback, the FOL has decided to present a single “re-cap” session.
The intent of the session is to capture and present the key learning points and information from each session. They will also provide a “laundry list” of resources to help folks build their financial knowledge base. The information provided will serve as an outline of financial knowledge.
Regardless or your age or distance from retirement, please consider attending.