Key Lessons from FPA NorCal

Posted by Anna Sergunina on Jun 4, 2018

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What is the Money Date? A weekly time to check in. 3 things we review and update:  1. Spending  2. Earning  3. Savings

Watch the latest Money Date where Anna talks about the FPA NorCal Conference and some of her key takeaways, including finding ways to give, understanding and servicing millennials, and how to get more women into the financial planning profession.

Anna Sergunina

anna@mainstreetplanning.com

I’m Anna Sergunina, CFP®, President & CEO of MainStreet Financial Planning, Inc. For over 20 years, I’ve helped families prepare for retirement with clarity and confidence — simplifying money decisions so they can enjoy the life they’ve worked hard for. Outside of work, I’m a mom of two, always balancing family life with my passion for guiding others toward financial freedom.

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