Date: Wednesday, July 1, 2020

    It can be difficult to determine the best way to start financial planning and even harder figuring out how to adjust it as life gets more complex. In this webinar, Jessica DeBold, CFP®, EA, and Nicole Strbich CFP®, CPWA®, EA, discussed ideas and strategies to consider for individuals and families at all stages in life.

    Here’s what Jessica and Nicole covered:

    • Analyzing Roth vs. Pre-Tax Retirement Savings
    • Determining if the financial “Rules of Thumb” apply to you
    • Understanding your employer’s retirement plan
    • Accumulating for retirement vs. accelerated debt repayment