Modeling Your Financial Life Workshop with Joe Jacobs
| Think strategically, rather than transactionally about your financial plan. Joe Jacobs will introduce a framework for financial planning that helps business owners avoid extra expenses and lost opportunities, while cultivating financial well-being. | |
| Joe has been consulting with clients regarding the uses of insurance and investments since 1982. From the beginning, he has approached his work in financial services holistically, seeing how all the pieces work together to achieve goals as more important that the pieces individually. This workshop will provide a different slant on the topic of planning that it is hoped will leave feeling in greater control of your future. | |
| May 17th, 2010 12:00 PM through 01:00 PM | |
| Hannah Grimes Center 25 Roxbury Street
Keene, 03431 |
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| Phone:
603-352-5063 Email: jen@hannahgrimes.com |
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