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Financial Planning For The New Year!
November 16, 2023 @ 12:00 pm - 1:00 pm CST
We all start the year with good intentions for money, health, and happiness, but do you have the right systems in place to make your goals stick?
Join us for an informative, action-oriented session with Kristin Larson to help you establish your financial priorities for 2024, and the systems that will help you stay on track throughout the New Year.
*All attendees will receive a promo code to use for lunch at Crisp & Green on the day of the event.
Meet Our Speaker:
Kristin Larson is a Senior Vice President in Wealth Management, and a founding member of the Carlson Larson Wealth Management team at UBS. She is a Certified Financial Planner professional, and a Certified Private Wealth Advisor.
She and her husband, Matt, live in Hopkins with their chocolate lab, Marshall, and their incredibly adorable son, Woods.
Refund Policy: Attendees can receive refunds up to 7 days before the event start date, except for our flagship events (Leadership Conference, WaveMaker Awards, and Empower Gala). For the flagship events, please see the event page for refund dates.
Have questions? Contact us here.
