Financial Roadmap Webinar - 4/24/25

Where are you now?

Where do you want to be in the future?

Those two questions are critical to establishing your financial roadmap.

In this seminar presentation, we will discuss the various pitfalls and roadblocks you may encounter during your life and how to reduce your chance of these scenarios having any significant impact on your desired journey.

Discussion Topics:

It’s a Journey, not a Destination

1. Assessing your current situation and plan.

2. Possible Pitfalls and Roadblocks.

3. Options to Minimize Risks.

4. Are there any Guarantees in Life?

Free Webinar Offering

When: Thursday, April 24, 2025, 7-8:30 pm

Where: Zoom - Register below for link.

Register here: calendly.com/southard/spring-2025-seminar

(NOTE: by lack of popular demand, this was changed to a Webinar via Zoom)

Financial plans should properly reflect today’s current finances and include a realistic view of your short, intermediate and long-term goals. Schedule regular (annual) check-points to optimize your journey and address changes in your life as they come.

What’s the next destination on your journey? Maybe it’s attending the seminar above, or perhaps you just need to review your plan with your trusted financial professional.

Feel free to journey with me - book a free strategy session: calendly.com/southard