Broker Check
04 Jan
Setting Your Financial Goals


There is no time like the present to get ready for the future. 

Brian Jolles, ChFC, CLU, CASL, provides this educational workshop to help you identify, prioritize and take control of your financial roadmap. 

What matters most?  Set clear short, mid-term and long term goals

  • Will you draw a line in the sand to make your goals happen?  It all starts with “paying yourself first”.
  • Are you proactively managing cash, debt?
  • Are you protecting your income, your family and assets?  Getting insurance right.
  • Do you know your sleep number?  Get a clear picture of your risk tolerance & make sure your investments are in alignment

Date and Time

Thu, Jan 04, 2024

6:00p - 7:00p EST




Event Registration