Beth Wahlig, Wealth Advisor at MRA Advisory Group will be presenting a webinar on Tuesday, November 9th at 7:oo pm as part of her Women & Wealth series. Beth will be discussing common blind spots people have when it comes to their finances and planning for the future.
- Missing a system to track your savings and spending
- Having inadequate insurance protection for your life and assets
- Taking too much or too little risk with your investment portfolio
- Lacking a proper cash reserve for emergencies and opportunities
- Missing a game plan for your finances if you get too sick or injured to work
- Lacking adequate protection for your loved ones in case of a premature death
This is an educational webinar to learn more about important financial planning issues.
Please RSVP to [email protected] for an invite on Zoom. There will be a question & answer session at the end of the webinar. However, you may remain private on the call if you choose.
Advisory Services offered through MRA Advisory Group, a Registered Investment Adviser.. It is general in nature, is not a complete statement of all information necessary for making an investment decision and is not a recommendation or a solicitation to buy or sell any security. Investments and strategies mentioned may not be suitable for all investors. Past performance is no guarantee of future results. Nothing herein, nor any attachment, shall be considered to constitute (i) an offer to sell, nor a solicitation of an offer to purchase, any security or (ii) tax or legal advice.