YAAA Planning For Your Future: Goal Based Wealth Management

A financially successful future requires clear goals, careful planning and diligence! Please join the YAAA as we host Jeffery Kennerly, Financial Advisor, Morgan Stanley, who will discuss strategies and tips to achieving one’s financial goals.

This session will focus on a wealth creation process centered on creating actionable goals. Each participant will learn the importance of having a financial action plan, how to create a financial action plan, and the steps needed to monitor the progress of the financial action plan. Light refreshments will be served. To RSVP, click here.