1/5/22-San Francisco Virtual Connect 11:30 AM (Pacific Time)

1/5/22-San Francisco Virtual Connect 11:30 AM (Pacific Time)

 

 

 

 

 

Speaker: Kristie Cahill, CFP

Business: Haven Wealth Management, Inc.

Topic: Become Financially Organized in 2022

Participants will learn:

  • How to set financial goals
  • Review your group benefits
  • Review your budget

Bio:

Kristie is a Certified Financial Planner and Wealth Advisor.  She looks at each clients’ financial situation like a unique puzzle.  She knows one approach won’t work for every problem; that’s why she takes the time to understand each client.

 

Meeting Details

Meeting Start Date/Time 01-05-2022 11:30 am
Meeting End Date/Time 01-05-2022 1:30 pm
Capacity 30
Registered 12
Remaining Seats Available 18
Speaker Kristie Cahill
Location Online Via Zoom

Location Map