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Workshop: What is a Financial Plan and Why it Matters

LIVE WEBINAR — WILL NOT BE RECORDED

“What is a Financial Plan and Why it Matters”

Busey Wealth Management is pleased to host a series of Goldtimers Workshops designed to help you simplify complex financial topics from experts with the knowledge and resources to serve your unique financial needs.

Our next installment of the complimentary workshop series is scheduled for Thursday, August 22nd at 10 am, and will be presented by Dries Durnez and Taylor Morgan.

In this workshop they will discuss the importance of a financial plan and what the potential benefits are. The will also be highlighting the key items when thinking about engaging a firm in this process.

Registration for the Busey webinar is available at the link below.

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