Financial Wellness With Lottie Barcus
Financial Wellness with Lottie Barcus
Attend the Financial Wellness Workshop to discover:
• How your personal values impact financial decisions
• How to set smart goals
• How to assess where your finances stand today…
Investing Basics with Lottie Barcus
Investing Basics – learn more about stock, bond, mutual fund and annuity investments and take a risk tolerance questionnaire to see what kind of investment portfolio is right for you.…