Financial advisors Jenevieve J. Lenz and Ken Shall from First Financial Group will share their guide to avoid common pitfalls and obtain financial success. They will address financial issues that are commonly overlooked by other advisors and draw attention to 23 financial areas that should be addressed by every family and even small business owners. Join us for an educational session that reviews uncommon financial planning tools that will benefit you in the New Year.
Please note this meeting will be the first Tuesday of the month, not the usually second, due to holiday conflicts.