Past Webinar: Top 6 Financial Planning Mistakes

Free Webinar: Top 6 Financial Planning Mistakes

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.

MainStreet Financial Planning webinars are available to all Continuous Service and Money@Work Clients. Some events are made available to the general public.

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Anna Sergunina
Anna Sergunina
anna@mainstreetplanning.com

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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