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Event Series: The Financial Playbook Nobody Handed You

The Financial Playbook Nobody Handed You

June 23 @ 5:00 pm - 8:00 pm

Session 1: The Map Before the Journey Instructor: Joel Arsenault June 22, 5-8 PM
This session lays out the full picture of what financial planning actually covers and gives you a practical framework for working with financial professionals.
Session 2: Protect It Before You Build It Instructor: Joel Arsenault June 23, 5-8 PM
Three experts cover the defensive essentials: property and casualty insurance, life and disability coverage, health insurance, and Medicare. Bring your questions; this session ends with an open, interactive discussion.
Session 3: The Endgame – Taxes, Retirement, and What Happens Next
Instructor: Joel Arsenault June 25, 5-8 PM
A CPA and an estate attorney walk you through how to grow what you have, how to keep more of it from the IRS, and how to make sure it ends up exactly where you intend.

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