Unlock Hidden Wealth: The Secrets of Expert Financial Planning & How a Financial Plan Can Change Your Life

Learn the must-know Financial Planning basics and essentials from Scott Puritz, A'78, Managing Director, and Christie Whitney, CFP®, Vice President of Investment Advice and Director of Financial Planning, both of award-winning wealth management firm Rebalance. In this one-hour interactive presentation, Scott and Christie will guide viewers through key financial planning basics and the life-changing effects of a good financial plan. 

You will walk away from this webinar armed with action steps to help you live well today and still have enough to realize your jumbo dreams of tomorrow. A live audience Q&A will follow.

Registrants will receive the Zoom meeting link via email closer to the start of the event. All times listed are Eastern Time.