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 | 35 |
Registered | 28 |
Remaining Seats Available | 7 |
Speaker | Kristie Cahill |
Location | Online Via Zoom |