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Single Day Events | Upcoming Events | Past Events
Events on Wednesday, August 4, 2021
(Click on event for full details)
Event DateTimeEventCounty
Wednesday
08/04/2021
11:00 AM
to
12:00 PM
CLOSED Open to Employees
Spending Plans – A Roadmap to Financial Success
Virtual - Allegheny Unlimited Care Providers
119 JARI DR.
JOHNSTOWN, PA  15904
This presentation focuses on the need for a spending plan so that people can achieve their financial goals. We discuss the differences between wants and needs; setting SMART goals; creating a spending plan; putting the plan into action; as well as periodically reviewing goals and spending plans in order to ensure that you can stay on track.
CAMBRIA
Wednesday
08/04/2021
12:00 PM
to
12:30 PM
MMM: How to Hire an Investment Professional
WebEx
We know that it is important to hire a reliable financial professional but knowing it and doing it can be two entirely different stories. This session will cover the things to consider, and steps to take to ensure that you’re hiring the professional who’s the right fit for you.
DAUPHIN