2023 Last-Chance Financial Planning Checklist Webinar Replay
With 2023 rapidly coming to a close, now is a great time to review all events in your financial life that have occurred in the past 11 months, and look at remaining opportunities that close at year's end. Watch the replay of this webinar, hosted by Bill Bush of Horizon Financial Group as he walks you through Your 2023 Last-Chance Financial Planning Checklist.
Topics on the checklist:
Please download these handouts mentioned in the presentation:
These resources are also mentioned in the webinar:
Your Expansion Passport® (for ages 45 and younger)
Your Walkaway Passport® (for ages over 45)