Money Date – Must Do Money Moves Before the End of the Year

Money Date – Must Do Money Moves Before the End of the Year

Ready to knock a few financial “to do’s” off your list before 12-31? You don’t want to miss this episode!

In today’s Money Date, your host, Anna Sergunina, CFP®, is going over a few year-end money moves that you can make today!

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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