Broker Check
03 April
Reaching Your Goals


Session 3 of this 3-part Workshop focuses on how to:

  • Review your goals and adjust your timeframe
  • Review your financial products and replace when needed
  • Create a timeline to manage debt and
  • Redirect savings and wealth to handle life events.

This Workshop is offered at no charge.

Date and Time

Mon, Apr 03, 2023

6:00p - 7:00p EST


Bonterra, Cafe, Cocktails & Wine Bar

6809 Phillips Place Ct
Charlotte , NC 28210
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Event Registration