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X-ORIGINAL-URL:https://blackdiamondfs.com/
X-WR-CALNAME:Black Diamond Financial Solutions, Inc.
X-WR-CALDESC:Trusted Certified Financial Planning Services To Help You Plan For Financial Security
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BEGIN:VEVENT
CLASS:PUBLIC
DTSTART;TZID=America/New_York:20240221T130000
DTEND;TZID=America/New_York:20240221T140000
DTSTAMP:20240122T161700
UID:MEC-9d1cedfbd54ff2444c04f3730c562b75@blackdiamondfs.com
CREATED:20240122
LAST-MODIFIED:20240205
PRIORITY:5
TRANSP:OPAQUE
SUMMARY:Financial Fitness Checkup: Your Blueprint for Financial Health
DESCRIPTION:As we navigate the complexities of our financial lives, it’s essential to assess and strategize for a stable and prosperous future. This free educational workshop is designed to guide you through a comprehensive Financial Fitness Checklist, covering crucial areas such as family dynamics, personal goals, business considerations, employment changes, health care needs, money management, estate planning, retirement, and future aspirations.\nWhat to Expect:\n\nPersonalized Assessment: Utilize the Financial Fitness Checklist to identify areas for discussion and improvement in your financial life.\nInteractive Engagement: Engage in a dynamic presentation addressing the key aspects of financial planning and decision-making.\nReal-Life Scenarios: Reflect on changes in your life over the past year and how they impact your financial goals and strategies.\nStrategic Planning: Explore tailored strategies to meet your unique financial objectives, whether it’s adjusting to family changes, planning for retirement, or managing investments.\n\nExpert Guidance: Benefit from the expertise of financial professionals who specialize in creating resilient and adaptable financial plans.\nThis workshop is ideal for anyone looking to gain clarity and control over their financial situation. Whether you’re adjusting to recent life changes or planning for the future, this session will provide you with the tools and insights to enhance your financial fitness.\nAbout the Presenters:\nThis educational workshop will be presented by Kenneth Reese, MSFS, CPWA®, CFP®, CIMA®, CLU®, ChFC®, EA, Partner and Financial Advisor of Black Diamond Financial Solutions and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council. \nKenneth graduated from Penn State University, focusing on finance and law, and has over ten years of wealth management experience. He is passionate about developing tax-centered financial planning strategies and is committed to lifelong learning and client empowerment.\nThis workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing.\nRegistration is requested and walk-ins are welcome, as space allows. To register by phone, call 302-298-3250.\n \n
URL:https://delawarelibraries.libcal.com/event/11948977
ORGANIZER;CN=Kenneth Reese, MSFS, CPWA® CFP®, CIMA®, CLU®, ChFC®, EA, AEP®:MAILTO:
CATEGORIES:Library Workshop
LOCATION:111 Adams Ave, Lewes, DE 19958
ATTACH;FMTTYPE=image/png:https://blackdiamondfs.com/wp-content/uploads/2024/01/February-1.png
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