Broker Check
04 Sept
Aim for Your Best Financial Life with a Plan

Description

KeyPoint Financial will be hosting an upcoming webinar, Aim for Your Best Financial Life with a Plan.

Presented by Gregory Peebles, LPL Financial Advisor, this webinar will discuss the following: 

  • Is “The American Dream” Still Attainable?
  • The Importance of Setting and Maintaining a Realistic Budget.
  • When to “Take The Plunge” as an Investor.

Secure your spot today!

About the Presenter:

Gregory Peebles has years of experience advising clients with former broker/dealer Edward Jones Investments. He is committed to helping clients work toward their financial potential with individually designed approaches that emphasize common sense, straightforwardness, and advice phrased in everyday language. Check out his bio on our Team Page.

This presentation was created for educational and informational purposes only and is not intended as tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.


LPL Tracking #605269

Date and Time

Wed, Sep 04, 2024

12:00p - 1:00p PST

Location

Virtual

PT1H

Event Registration

Will you be able to attend this event?