Professional Development Opportunity

  BFAPA Friday Facts Financial Planning  
    Join BFAPA on Friday, Feb. 16, from 12:00 to 1:00 pm via Zoom for our “Friday Facts” session on financial planning and wealth building. Diane Gardner, CFP®, CDFA® has been a Financial Advisor since 2010. Currently, she owns a financial planning practice in Hermitage, PA, in collaboration with LPL Financial.  People often set certain financial goals, so we thought this would be a great time to invite a guest speaker, particularly during the current economic climate and rising prices; we want to provide members with ways to take control of financial planning and investment opportunities.  

–A brief overview of financial planning (5-10 minutes)
–The differences between various investment accounts and opportunities (10-15 minutes)
–Financial planning for LGBTQ+ or other groups who may face stigma when dealing with their personal finances (15 min)
–Any services offered
–Q&A/Discussion (Remaining time)
The above is the proposed agenda.  
Facebook Twitter Email