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November 2, 2022

Give Yourself a Financial Check-Up

Did you ever wonder how you are doing financially? This presentation will discuss ways that people can assess their financial progress and identify areas of their financial life that need improvement. Topics covered include financial quizzes, income and expense statements, net worth, debt ratios, marginal tax brackets, investment performance metrics, investment risk tolerance, insurance needs, estate planning, and more.

Presenter: Barbara O'Neill, Ph.D., CFP�, CRPC, AFC�, CFEd, CPFFE