Smart Financial Moves During COVID And Beyond

There is so much uncertainty right now. If you are feeling overwhelmed, you are not alone. Come join us in learning from our fellow Dot Sister, Kristie Cahill, to start making smart financial decisions even in this time.

When we have a direction, it clears the mental clutter and actually increases happiness.

In this presentation, we will discuss five financial decisions that you can make now that will help curtail some of the current uncertainty and put you on a solid path going forward. You do not want to miss this important topic.

In addition, you will learn about:

• Demystifying planning
• Current savings strategies
• Current market conditions
• Retirement savings
• Borrowing against retirement

Bio: 

Kristie is a Certified Financial Planner and is starting her 20^th year in practice.  She founded Haven Wealth management to provide customized planning and investment services to her clients.  She helps clients understand their financial goals and creates clear strategies that align with personal philosophies.  Simply put, she is a puzzle solver.