Join Amy Salo for a presentation on the most effective actions you can take today to improve your financial plan. She will share from her years of experience both wins and missteps that have had the most impact on her clients’ progress towards a future free from financial worry, and a view towards an optimal financial future.
In this program, you will learn:
- Which actions have the greatest impact on future wealth
- How to reduce worry
- How to improve financial security
Who should attend:
- People ready to take action, but not sure where to start
- Individuals looking to tweak and improve their retirement readiness
Speaker: Amy Salo, CFP ® , CAP ® , CExP ™
Amy Salo is passionate about the financial services industry, the people she serves, and the potential for her team of advisors and clients to ensure the next generation lives better than the last. In addition to her role as a Managing Partner with Forest Hills Financial Group in NYC, Amy is a director on the Finseca board, chair of the advocacy committee, the standards of conduct committee, and past chair of the retirement and holistic planning working group. She also serves as a member of the Field Advisory Board Leadership Development and Training Committees with Guardian.
About Age Brilliantly:
Age Brilliantly is a dynamic platform guiding adults of all stages to harness opportunities for a fulfilling 100-year life. The Academy @ Age Brilliantly.org curates educational content on subjects aimed at fostering the Age Brilliantly mindset and mastering the competencies and routines to fulfill life-path objectives.
Fall 2023 Workshops:
Join our series of FREE workshops, slated for 1 PM on Tuesdays from October through December.
Workshop Zoom Link:
Please login or register to purchase a ticket or view the workshop’s zoom link.