Loading Events

« All Events

  • This event has passed.

The 8 Essentials of Financial Planning (Presented by: Megan Muccio, CFF®)

April 28 @ 5:00 pm - 6:00 pm EDT

The 8 Essentials of Financial Planning

4/28/20215:00pm EDT1 hour
This webinar will provide you with a broad overview and introduction on sound financial management. We will review the roadblocks that keep us from reaching our goals, as well as discuss the various options for overcoming those roadblocks.

We look forward to seeing you at the webinar. If you have any questions you would like to submit beforehand, please email them to jenna@craigjamesfinancial.com.

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.





April 28
5:00 pm - 6:00 pm EDT
Event Category:


Megan Muccio