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Financial Health for 2017

Presented by Mike Kastler, MSF

 

from Kastler Financial Planning, an office of Garrett Investment Advisors, LLC

 

Learn the basics of understanding your key financial indicators and how to get started with your personal financial plan.

Includes:

  1. Discussion of the financial planning industry
  2. What is financial planning?
  3. 25 Key Financial Stats (how to determine your financial health)
  4. Handouts
  5. Getting started!

 

When: Tuesday, March 28, 2017
Time: 6:00 PM
Hosted by: Forum Health ClarkstonNutrition – 7300 Dixie Hwy., Suite 500  Clarkston, MI 48346
Cost: $20.00/person – call to prepay
RSVP: Call to reserve your seat 248-625-5143   BY March 23, 2017

 

Minimum of 4 people to hold the class

Fiduciary, Fee-Only Financial Planning, No product sales, No commissions. Providing advice that is in the best interest for you, your family and your business.

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