Webinar Replay Getting (And Staying) Financially Organized

Getting (And Staying) Financially Organized Webinar
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:
- Why People Don’t Get (and Stay) Organized
- How To Make Financial Organization Stick
- Taking Inventory of What You Own and What You Spend
- Organizing Your Inventory, One Step at a Time
Material discussed in video is meant for general informational purposes only and is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that Individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. Guardian and its subsidiaries do not issue or advice regarding SBA, EIDL or PPP loans. And make no representation as to the completeness, suitability, or quality of information provided thereof. No State or Government entity has approved, endorsed, or authorized this presentation. Contact the specific entity for complete details regarding individual eligibility for benefits. Pub10551 (0320) 2020-92823 (Exp. 0222) 2020-99528