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.
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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:
- Taxes
- Retirement
- Investments
- Insurance
- Milestones
- Health
- Changes
- Family
Registration Required. Zoom Link and printable checklist will be sent to you upon registration.