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Financial 15: Important Financial Meetings (Presented By: Megan Muccio, CWS®, CFF®)

August 11 @ 9:00 am - 9:15 am EDT

Join us for this Financial 15 to learn more about important financial meetings and discussions we suggest you have,  how often these meetings should take place, and what questions and topics should be discussed.


Financial 15: Important Financial Meetings

8/11/20219:00am EDT1.25 hours
Join us for this week's Financial 15 on Important Financial Meetings with Megan Muccio CPA, CWS®, CFF®.

This is a pre-recorded Financial 15, so if you have any questions or would like more information please give us a call 631-393-2888 or email jenna@craigjamesfinancial.com. All summer long we will be running recordings of some our most popular past Financial 15s, so you can catch up on topics you may have missed.

Megan D. Muccio is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.



August 11
9:00 am - 9:15 am EDT
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Megan Muccio