Holistic Financial Planning Two-Day Workshop
Sat, Feb 08
|Virtual Workshop
Join FARRMS and Cree Bradley for a two-day Holistic Financial Planning Workshop on Saturday, February 8th and Sunday, February, 9th!
Time & Location
Feb 08, 2025, 9:00 AM – 3:00 PM CST
Virtual Workshop
About the event
About Holistic Financial Planning:
This is a comprehensive approach to managing your finances that considers all aspects of your financial life, including your income, expenses, assets, debts, insurance needs, retirement goals, and estate planning. It goes beyond traditional financial planning by taking into account your values, lifestyle, and overall well-being.
Some of the benefits of this comprehensive approach:
→ Financial Clarity: A comprehensive understanding of your financial situation.
→ Goal Achievement: A clear roadmap to achieve your short and long term goals.
→ Reduced Stress: Peace of mind knowing your finances are well-managed.