2023 Last-Chance Financial Planning Checklist Webinar

November 28, 2023


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.  

Join this webinar, hosted by Bill Bush of Horizon Financial Group as he walks you through
Your 2023 Last-Chance Financial Planning Checklist.

***Tuesday, November 28th 11:30am- 12:00pm CST***

Topics on the checklist to be reviewed:

  1. Taxes
  2. Retirement
  3. Investments
  4. Insurance
  5. Milestones
  6. Health
  7. Changes
  8. Family

Registration Required. Zoom Link and printable checklist will be sent to you upon registration.


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