Hear from Brad Stoncipher, President of Peachtree Planning, on how getting financially organized is the first step in achieving financial confidence — understanding how your income is spent, what your assets and liabilities are, what your benefits coverage is, and how your cash flow is contributing (or not) to achieving your financial goals is key. But where do you start?

This seminar will walk you through the key steps that will help you begin getting financially organized and ultimately, financially confident!

JOIN US FOR A FUN, INTERACTIVE MINI
WORKSHOP IN WHICH WE WILL DISCUSS:

1. Why People Don’t Get (and Stay) Organized
2. How To Make Financial Organization Stick
3. Taking Inventory of What You Own and What You Spend
4. Organizing Your Inventory, One Step at a Time

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell Road. Atlanta, GA 30342. 404-260-1600. Securities products and advisory services offered through PAS, member FINRA, SIPC. General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian.  Peachtree Planning is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries and its agents, and Peachtree Planning do not provide tax or legal advice. Pub10551 (0320) 2020-92823 (Exp. 0222) 2020-99528