The Ins and Outs of Financial Planning and Wealth Management with Heritage Planning Partners
Voices of Tomorrow invites you to join us for a presentation and Question and Answer session focused on your financial well-being. This presentation will focus on the importance of sound financial planning and wealth management with Tommy Parks from Heritage Planning Partners. During this virtual event, we will discuss the facets of saving, including: how to create a disciplined saving strategy, what are the different types of retirement account options, and investment brokerage account options. After an approximately 40-minute presentation, Mr. Parks will be available to field all of your questions during a Question and Answer session. Please note that this conversation will focus on retirement and investment accounts in the United States, but all are welcome to join to learn more about financial planning in general. Remember - it is never too early or too late to start saving!
Learning Objectives
- After attending this call, you will establish a greater understanding of financial planning options.
Agenda
3:00 PM - 3:45 PM | Financial Planning Presentation |
3:45 PM - 4:00 PM | Question and Answer |
Additional Event Information
- Virtual Event.
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Please note: This webinar WILL NOT be recorded. Please be sure that you will be able to attend the live broadcast, as no refunds will be offered for those not able to participate.
- Online registration deadline: 29 March 2024
- Event is open to: HBA Members and Non-members
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This event is not refundable.
Pricing
| Regular Registration - Virtual | $10.00 / €10.00 | $20.00 / €20.00 |
Members receive up to 50 percent discount
Event Policies
Photography Policy
By registering for this event, you acknowledge that you may be photographed, videotaped, and/or audio-taped during the meeting and hereby give permission for your image, voice, or survey comments to be used in education, training, promotion, and/or trade and communications media by the Healthcare Businesswomen's Association in any and all media throughout the world, without restriction as to frequency or duration of usage.
COVID-19 Policy
The HBA requires that all persons who participate in in-person events do so at their own risk and that each participant agrees to the following agreement before taking part in the activity and urges all participants to act in such a manner as to protect their own safety and the safety of others.
By registering for this event, I fully understand that my participation in the program is purely voluntary. I desire to participate and agree to act reasonably and prudently under the circumstances. I further understand that any HBA volunteers participating in the activity will act individually and will not represent the HBA. As a condition to my participation the activity, I waive and release the HBA and their officers, employees, and agents from any claim that I may have for any damage to property or injury to my person that may result in whole or in part from my participation.
Special Needs Policy
The HBA will make reasonable modifications to policies and programs to ensure that people with special needs can enjoy all of its programs. Contact us if you require special accommodations for this event.