ALANYC’s Wealth Management Team “Roadmap to Financial Health Series”
Thursday, October 11, 2018, 8:00 AM - 10:00 AM EDT
Category: Education
A Roadmap to Financial Health Series for the Law Firm Professional Thursday, Octber 11th, 2018 8:30 AM - 10:30 AM In keeping with our Mind Body Soul approach this year, ALANYC’s Wealth Management Team presents the first in a series of workshops from their “Roadmap to Financial Health for the Law Firm Professional” series. Peter Manzi, along with his CNB colleagues will be presenting Parts 1 & 2 in the series entitled “Introduction to Financial Planning” and “Managing your Investments to Meet Your Financial Goals”. This workshop series has been created just for you, the ALANYC chapter member. Take advantage of financial planning advice from industry experts who also happen to be our valuable Business Partners, and walk away with a clearer vision of your own financial health! CLM Application Credit: 1.5 hours in the category of Self-Management Skills. |