10 Summer St, The Burnham Building, 5th Floor
Boston, MA 02210
Tue, December 11, 2018
8:00AM - 10:00AM
In this workshop, an Ellevest CERTIFIED FINANCIAL PLANNER™ professional will go in depth on Ellevest’s 80/20 rule. We’ll cover how it can help Participants:
· Manage cash flow
· Prioritize financial goals
· Balance today’s needs with tomorrow’s goals
And because financial planning is about more than just money, we’ll review some of the most important things Participants should be doing with their finances in each life stage.
The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice.
The information provided does not take into account the specific objectives, financial situation or particular needs of any specific person.
Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.
Lead Financial Planner / Ellevest