Money & finances are consistently among the top three New Year’s Resolutions year in, year out. This year, take charge of your finances and put a plan in place to ensure you reach your goals. We know that those who have defined goals and a written plan are more likely to reach their goals (and are happier along the way). 

So whatever your reason – whether it be the start of a new year, or you find yourself find yourself in a time of transition, or it’s just something that’s been on the backburner for too long – spend a half hour on Wednesday, January 31, 2024 at 11:30 AM or 4:30 PM for a 30 minute webinar with our Certified Financial Planner, Bob Protesto, to “test drive” Financial Planning. 

Bob will go over:

• The benefits of working with a Certified Financial Planner
• The 5-Step Financial Planning Process
• What a Financial Plan looks like
• Your questions

Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA) an SEC Registered Investment Advisor. Security products purchased or sold are: (i) not insured by the National Credit Union Share Insurance Fund; (ii) not deposits or other obligations of the credit union and are not guaranteed by the credit union; and (iii) subject to investment risk; including possible loss of the principal invested. BHCU, APFS, APA, and Haddon Planning Group are all separate entities.