Belmont - In-Person Lunch meeting. Speaker: Kristie Cahill

Topic: Financial Check-in - Learn 5 ways to get organized and increase financial health

 About Kristie: Kristie is a Certified Financial Planner® and dedicated wealth advisor who approaches each client’s financial life as a unique puzzle. She knows there is no one-size-fits-all strategy, which is why she takes the time to understand every client’s goals, challenges, and priorities. She is a national speaker, avid scuba diver and loves to watch live shows.

IMPORTANT MEETING INFORMATION:

• If you need to cancel, kindly do so by January 11 at 12:00 PM. Late cancellations and no-shows will be responsible for reimbursing the lunch cost.
• Please cash or a check payable to the restaurant. No credit cards, Venmo, PayPal or Zelle
• Lunch is $40 per person