Past Webinar: Top 6 Financial Planning Mistakes
The Top 6 Financial Planning Mistakes
Working with clients for over 15 years has given us a view of all the things people do well when it comes to their personal finances. It also gives us a view into the all the things they do wrong!
Join MainStreet Financial Planning President & CEO Anna Sergunina, CFP® for a presentation and discussion of the most common mistakes everyday people make when it comes to their personal finances. In addition to sharing the most common mistakes, she provides guidance on best practices for correcting those mistakes for everyday consumers and why that’s important.