2023 Last Chance Financial Planning Checklist

2023 Last Chance Financial Planning Checklist

November 28, 2023 11:30 AM
November 28, 2023 12:00 PM

With 2023 rapidly coming to a close, now is a great time to review all events in your financial life that have occurred in the past 11 months, and look at remaining opportunities that close at year's end.  Join this webinar, hosted by Bill Bush of Horizon Financial Group as he walks you through Your 2023 Last-Chance Financial Planning Checklist.

Topics on the checklist to be reviewed:

  1. Taxes
  2. Retirement
  3. Investments
  4. Insurance
  5. Milestones
  6. Health
  7. Changes
  8. Family

Registration Required. Zoom Link and printable checklist will be sent to you upon registration.