neXt - Financial Planning 2021
Date and Time
Thursday Nov 11, 2021
3:30 PM - 5:00 PM CST
Location
Heritage Bank Community Room
Fees/Admission
Complimentary for neXt members
$40 for non-members
Contact Information
Willmar Lakes Area Chamber of Commerce
Send Email
Description
Tom Gilbertson, CFP, CHfc is a partner with Anfinson Gilbertson Wealth Management Group and is back by popular demand to present on financial advising. This is a great educational opportunity for anyone who is thinking about meeting with a financial advisor for the first time, left their financial advisor's office feeling defeated, or someone who just wants to learn more about what they should be doing to put themselves and their family in a better financial position for the future. Tom will go over topics such as Roth vs regular 401(k)s, how much someone in their 20s or 30s be putting away each month, financial goal planning, emergency savings account, kid’s education planning, HSA FSA HRA - what’s the difference and why so many acronyms? Lastly, he will discuss market trends and outlook for the future. There will be plenty of time for Q&A so bring your questions and Tom will be sure to answer them.
