Broker Check
30 June
Financial Planning Basics - An Overview of the Financial Planning Process - 12PM Webinar


Establishing a financial plan is not a one-size fits all approach. Each person has their own unique financial goals and desires that must be accounted for in their financial plan. However, there is one commonalty amongst everyone regarding a financial plan, and that is that everyone should have one! With today’s rapidly changing economic picture and frantic pace of everyday life, a sound financial plan is essential in helping you pursue your financial goals.

We invite you to join Wilde Wealth Advisor, Janenne Lackey, for a webinar titled Financial Planning Basics. In this presentation, Janenne breaks down the most essential components of a financial plan and provides helpful insight on thoughts and ideas that you should consider when establishing your own financial plan.

Date and Time

Wed, Jun 30, 2021

12:00p - 12:30p PST


Online - Webinar


Event Registration