Financial Checkup Webinar: Put Your Plan into Action

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515 بار بازدید - 8 سال پیش - Your financial well-being benefits from
Your financial well-being benefits from regular checkups, just like your physical well-being. A checkup is an opportunity to review your current situation, identify any major life events, and take steps to make sure you are still on the right path.

Whether you are just starting out, or already have a plan in place, Dupaco is here to help by offering this FREE webinar, in which we will explore the following steps to consider:

Examine your current situation:
Set goals, establish a budget, know your debts and accounts.
Whether you’re having your first child, or your first grandchild – it’s important to plan ahead.

Plan for the unexpected – the "what ifs" of life:
Prepare your accounts, documents, and get your records organized.
Have peace of mind for you and your loved ones.
8 سال پیش در تاریخ 1395/06/10 منتشر شده است.
515 بـار بازدید شده
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