Timeless Troubles: Common Personal Finance Challenges

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Drawing inspiration from  Connecting the Dollars Podcast episode #47, we discuss five challenges we've seen clients struggle with throughout the years . They are:

1. Focusing on an isolated issue rather than the whole picture.

2. Balancing paying off debt vs savings

3. Being proactive and speaking with your advisor before taking action

4. Preparing for death (legally and financially speaking)

5. Working on their budget

Join us at our upcoming webinar as we delve into how your advisor can help you avoid common pitfalls on Wednesday, June 12 from 11 am – 12 pm Eastern. 

Date: Wednesday, June 12, 2024

Time: 11am ET/10am CT

Location : Zoom

Register Here

The webinar will include a Q&A session.  We encourage you to submit questions in advance to info@propel-fa.com.

We hope you join us as we provide you with tools to approach your finances. This event is open to all. We encourage you to invite friends, family or colleagues whom you feel may like to participate.

*If this time does not work for you, please go ahead and register and we will send you a recording to watch at your convenience.