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BFAPA Friday Facts Financial Planning

Event Type
Lecture
Sponsor
BFAPA
Virtual
wifi event
Date
Feb 16, 2024   12:00 pm   1:00 pm
Speaker
Diane Gardner

 

BFAPA Friday Facts Financial Planning

 

 

 

 

Join BFAPA on Friday, Feb. 16, from 12:00 to 1:00 pm via Zoom for our "Friday Facts" session on financial planning and wealth building. Diane Gardner, CFP®, CDFA® has been a Financial Advisor since 2010. Currently, she owns a financial planning practice in Hermitage, PA, in collaboration with LPL Financial. 

People often set certain financial goals, so we thought this would be a great time to invite a guest speaker, particularly during the current economic climate and rising prices; we want to provide members with ways to take control of financial planning and investment opportunities.  

--A brief overview of financial planning (5-10 minutes)

--The differences between various investment accounts and opportunities (10-15 minutes)

--Financial planning for LGBTQ+ or other groups who may face stigma when dealing with their personal finances (15 min)

--Any services that you offer

--Q&A/Discussion (Remaining time)

The above is the proposed agenda.

 

 

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