30
Jan
Financial Wellness 101
Description
What are your financial goals for the New Year? Is it to be better financially? Is it to buy a house? Or what about starting to focus on retirement?
No matter what it is, it all starts with a plan. Come to a free seminar and learn the basics of being Financially Fit for the New Year!
Refreshments and a light dinner provided.
Speakers include:
- Montse Terepocki, Investment Consultant with Cetera Investors
- Sheila Touhey*, Real Estate Agent with HomeSmart Real Estate
- Raymond Grim*, Insurance Agent with American Family Insurance
- KaiLee Baley*, Mortgage Loan Officer with HomeBridge Financial Services
*This individual is not affiliated or registered with Cetera Investment Services LLC.
No matter what it is, it all starts with a plan. Come to a free seminar and learn the basics of being Financially Fit for the New Year!
Refreshments and a light dinner provided.
Speakers include:
- Montse Terepocki, Investment Consultant with Cetera Investors
- Sheila Touhey*, Real Estate Agent with HomeSmart Real Estate
- Raymond Grim*, Insurance Agent with American Family Insurance
- KaiLee Baley*, Mortgage Loan Officer with HomeBridge Financial Services
*This individual is not affiliated or registered with Cetera Investment Services LLC.
Date and Time
Thu, Jan 30, 2020
6:00p - 8:00p MST
Location
Surprise Ford - Conference Room
16825 W Waddell Rd
Surprise ,
AZ
85388