Financial Planning at Various Life Stages Workshop -November 18
GET YOUR FINANCIAL HOUSE IN ORDER: HOW TO AVOID PITFALLS OF PERSONAL FINANCE AT VARIOUS LIFE STAGES
Date: November 18, 5:30 – 7:30 pm
Sponsors: Harvard Club of San Diego, Harvard Business School Club, Harvard Kennedy School Club, Harvard Law School Club
Location: 12265 El Camino Real, Suite 300, San Diego, Offices of Dowling and Yahnke
Edward Hughes, President of HBS Club, will facilitate.
- Will Beamer, CFA, CFP®, President, Chief Investment Officer, and Principal of Dowling & Yahnke
- Steve Brownell, CPA, Partner at Lindsay & Brownell
- Scott Frank, CFA, CFP®, Founder of Stone Steps Financial
- Nancy Spector, Attorney, Certified Specialist in Estate Planning, Trust & Probate Law at the Law Office of Nancy A. Spector
What are the biggest mistakes people make in planning for their financial futures? Listen to the panel describe how to structure your finances to avoid pitfalls and best achieve your objectives.
Fee: $40. Click on link below. Light dinner will be served (included in fee).
This event is limited to 40 people. If demand warrants another session, we will aim to accommodate names on the Wait List.