Money Date – Your Last Minute Year End Financial Planning Checklist

Money Date – Your Last Minute Year End Financial Planning Checklist

Want to get a jump-start on 2020? Tackle your end-of-year finances with this easy, last-minute checklist.

In today’s Money Date, your host, Anna Sergunina, CFP®, is going over the things you can add to your financial “to do” list as we approach the end of the year.

Anna Sergunina
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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