Wednesday, October 24, 2018 6:00 pm - 8:00 pm 100 South State Street #400 Chicago, IL 60603
Are you looking for ideas to improve your finances? Curious to learn more about Financial Planning? Join Certified Financial Planner (CFP) Kit Lancaster to learn about the financial planning process. Learn about the five key areas of the financial planning process. Learn about financial strategies, behaviors and processes to meet the financial challenges facing emerging professionals today.
Asking the right questions
How to pick a financial services professional (Suitability vs. Fiduciary)
What is financial planning?
What is wealth management?
What is risk management?
Student loan repayment strategies
Getting the most out of your finances isn’t about products and solutions, it is about a process. Understanding and finding a course of action that creates value for your financial goals and a means to accomplish your goals.
The presentation will be approximately 25 -35 minutes, with 30 minutes for questions. Food and drink will be provided. There is no-obligation or cost to attend. RSVP is required. Space is limited.
Parking available at 55 E Monroe Street for $15 (12 hours) or $25 (24 hours)
Use the following access codes:
12 hour - 398547
24 hour - 568336