Personal Financial Planning: The Need for Goal Setting, Understanding Loans and Borrowing, and Establishing Good Habits
Aaron D. Sannes, CFP®, ChFC®, CKA®
Private Wealth Advisor
Ameriprise Financial Services, Inc.
As we kick off a new year it is always a good time to set new goals. Often those goals have to do with our personal finan
cial planning. Aaron's presentation will be an engaging dialogue that will address various aspects of good financial habits. Aaron will offer advise on u
nderstanding financial aid & college savings strategies, getting smart on loans and borrowing, the importance of goal setting and financial planning, the essentials to understanding your financials (budgeting, managing debt and credit, investing, saving), and good habits going forward.
This presentation will be applicable to all employees, so grab your staff and co-workers and spend the morning with us on March 8, 2018 from 8-9:30 @ The Community Foundation of Northeast Iowa. If there are specific questions, you would like addressed by Aaron, please email them to Holly prior to the event.
Free for CVNA members; $25 non-members. Please
by March 7th.