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Upcoming LPP Events and Happenings
Lunch Adventure to Discovery Commons this Friday!
Join us this Friday the 14th from 12-3pm for a tour of Discovery Commons San Pablo. This will be our first place we tour to learn more about the options for long term care outside of the home. We will also enjoy a complimentary lunch prepared by their chef Mario! If you are interested in attending please contact Angie right away at adokey@lifeplanningpartners.com
LPP Webinar Next Tuesday the 18th, 6:00 p.m. EST
Join us Next Tuesday, November 18th at 6pm for an informative webinar! The most important factor for financial independence isn’t saving or investing – it is understanding how much you spend and making sure your spending is bringing value to your life. Cash flow planning is the cornerstone of holistic financial planning. In this webinar, Tanner will explain our cash flow planning process and how we use projections to make sure you are living your best life.
Here is the Zoom link for the session:
https://us06web.zoom.us/j/87901179161?pwd=Ho4SIXFSNvoabP8axwLbYZbCmZ6MdH.1
We ask that during our presentation, you mute your microphone and keep your video camera off until we are done with the presentation to minimize distractions. Questions will be submitted in the chat box. We’ll open up the floor after the presentation. The presentation will be recorded if you can’t attend.
Our Team was recently featured in several national articles!
Tanner, who has a background in behavioral personal finance, shared insights in two recent pieces:
He and Carolyn were also featured in It Takes More Than Savings to be Happy in Retirement - Here's What Else Really Matters
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