Financial Consideration Before Year-End
Webinar: Money Moves to Consider Before the End of the Year
Purchase link: https://www.maberyconsulting.com/store/p16/Deal.html
Dawn and Lindy help ensure you don't forget some very important money savers before year-end. We cover the following issues in this webinar.
1. Cash Flow
4. Tax Planning
This offer includes
1. Webinar recording is accessible until December 31, 2023. Access is restricted to the email address requesting access. Must access via your Google account.
2. Webinar covering 6 financial issues
3. Presentation by two CERTIFIED FINANCIAL PLANNER™, professionals
4. General financial education in your best interest (We’re fiduciaries!)
5. No product or sales commission (We are fee-only!)
6. Bonus financial guide for all purchasers. This offer does NOT include personal financial or investment advice.
Pricing: $100 for recording access until December 31, 2023
General Education Information Only - Not Intended to be Personal Financial Advice
Dawn Mabery Chestnut CFP®, MSPFP, MPAS™, CFEI of Mabery Consulting, is an Investment Advisor registered with the District of Columbia, Connecticut and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.
Lindy Venustus CFP®, of Create Financial Planning: Create, LLC is registered as an Investment Advisor with the State of MN, CA, and in other jurisdictions where exempted. We were founded in January 2020. We may operate under the assumed names of Create Financial Planning, Create Planning and CreateFP. We are not a subsidiary of, nor do we control another financial services industry entity. Our firm and its associates may register or meet certain exemptions to registration and/or licensing in other jurisdictions in which we conduct investment advisory business.
General Educational Purposes
The seminar is purely educational in nature and do not involve the sale of any investment products nor imparting of financial advice. The information presented is not be based on any individual person’s need. We do not provide individualized investment advice to attendees during these seminars.
All facts and figures are for illustrative purposes and not meant to resemble realistic circumstances.