Please register at (248) 851-2254.
Your overall financial wellness, and the financial wellbeing of your family isn’t just about how much money you have. This presentation will raise your awareness on 25 key financial vitals to help you better protect your assets, your intentions (advance directives), your income and your family.
Portions of this consumer-awareness, non-commercial program by Mark Robinson, a Certified Investment Management Analyst and an Accredited Investment Fiduciary Analyst, has been used as part of the State of Michigan’s “Securing Mi Financial Future” program and has received a 99% “highly valuable” rating from attendees statewide since 2014.
This program is part of Money Smart Week, (April 21-28), six days of focused presentations by community groups, financial institutions, government agencies, educational organizations, and financial experts, all designed to help consumers learn to better manage their personal finances.