CWBA Finance 102 – Expert Tips for Effective Financial Planning & Generational Wealth

Recorded live via Zoom on March 14, 2024

By popular request, the CWBA is offering a free three-part financial wellness series for our members! Come meet with financial experts and advisors as we dive into numerous topics such as: finance 101, how to choose a financial advisor, saving money vs paying loans, planning for children and aging parents simultaneously, “happy money” and strategies to employ to be at peace with money, and a breadth of other topics. We will have engaging conversations regarding all stages of financial planning and answer those burning questions you’ve always wanted to ask about money but never have.

SESSION 2: Finance 102 – Expert Tips for Effective Financial Planning & Generational Wealth

Think like a financial planner! Join our webinar on financial planning and investments, where we demystify the complexities of personal finance. Explore topics like retirement planning, cash flow planning, education planning for children and caring for elderly parents. We’ll talk through some basic financial guideposts and cultivating the mindset of a financial planner when contemplating investments. Begin the process of planning for your financial future.

We will also discuss the importance of having an estate plan for anyone 18 years and older, specifically surrounding generational wealth. You’ll learn about the power of mindset within the realm of generational wealth and how it can be created no matter what your income.

Presenters:
Integra Financial
Nicholas Weisert, CFP®, Financial Advisor

Law Office of K.E. Whisenant, LLC
Kori E. Whisenant, Esq.

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