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Date:
November 17
Time:
12:00 pm - 1:00 pm CST
Cost:
Free
Event Categories:
,

Venue

Virtual
MN

Financial Planning For The New Year “Own Your Worth” Series, Part Four | Presented by UBS (VIRTUAL)

November 17 @ 12:00 pm - 1:00 pm CST - Free

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 2023, and the systems that will help you stay on track throughout the New Year.

 

Note: All attendees will receive a promo code to use for lunch at Crisp & Green on the day of the event.

Kristin E. Larson, CFP ®, CPWA ®

Kristin is a First 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 are expecting their first child in February.

 

Refund Policy: Attendees can receive refunds up to 7 days before the event start date. Please contact Helen at info@teamwomenmn.org for more information.