Financial Wellness: Back to Basics

 Register!

Bring your drink of choice and join us for an evening of sharing, a presentation, and networking. 

Back to Basics of Financial/Retirement Planning

Presentation by Rosemary Y. Reed, CFP® CFA of Delta Financial Group, Ltd.
Financial planning takes the future and brings it into the present, while you can still do something about it. Some of the questions that financial planning can help you answer are:

• How much money will I need to retire?
• What’s the best strategy to pay off my debts?
• Do I have the right insurance?
• How should I invest my money?
• Can I pay less in taxes?