fbpx

30 Minute Webinar | Free to Public

December 6, 2022 at 1:00 PM EST

LAST CHANGE FINANCIAL PLANNING

55 Questions You Need to Answer Before December 31st!

2023 is right around the corner—is your financial health where it needs to be? In this free webinar, we're sharing 8 critical areas that you need to review to shape up your personal finances for a great year-end!
Don't end this year without reviewing your financial health in these 8 critical areas!
This year may have brought some unexpected changes to your financial life. Maybe some of you have decided to retire early, lost a job, or even sold your home within this last year. Even if you have not made any major life changes, it’s important to review your entire financial picture. This webinar will go in-depth and address eight different areas in your financial life that you should be considering as the year wraps up.
Here's what we'll be covering during this 30-minute webinar:
Black Diamond Financial Services Logo Vector
Black Diamond Financial Mark Vector
Meet Your Webinar Host for this Event
Bethany Lewis, CRPC®
Financial Advisor with Black Diamond Financial Solutions & Instructor with the Money School
Presented by Bethany Lewis CRPC® Financial Advisor with Black Diamond Financial Solutions and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council. Bethany has a Bachelor of Science in Business Administration, with a concentration in Financial Management from Goldey-Beacom College. She is a Chartered Retirement Planning Counselor and holds various FINRA (Financial Industry Regulatory Authority) licenses.

This is a no-cost educational series, open to the public.

As part of their commitment to helping Delawarean residents and local businesses improve their financial health and wellness, Black Diamond Financial Solutions hosts a series of monthly educational webinars and in-person workshops that are free to the public. These monthly workshops cover a variety of topics and are aimed at helping the community, young and old, improve their financial literacy around life’s largest milestones—like planning for retirement, having a new baby, purchasing your first home, and more! If this month’s topic isn’t a good fit for you, please share it with a family member, friend or colleague that might benefit from attending one of these complimentary events. 

Black Diamond Financial Mark Vector
Can't attend this webinar?

Request a Free Meeting with a Black Diamond Financial Advisor

Give us a call
(302)265-2236

Black Diamond Financial Services Logo Vector
Let's get you registered for this free webinar!
Black Diamond Financial Services Logo Vector.svg
Book a FREE appointment with us.
1200px Riskalyze 768x256

See how prepared your portfolio is for a financial shock.