2016-2017 PTOS Financial Planning & Insurance Talk Series

Talk #7: 5 Steps to Solving Your Financial Planning Puzzle
Creating your financial plan is like putting a puzzle together. With proper understanding of the picture on the puzzle box, each piece’s unique characteristics, and how everything fits together, you will be on your way to achieving your financial goals and solving your puzzle.

In this workshop, you will learn the 5 Simple Steps to Fitting Your Pieces Together to achieve Financial Freedom. Come prepared to take notes and engage. We will be handing out workbooks to those who come to the live event. For those online, please go to www.bit.ly/solvingthepuzzle.

PRESENTATION TIME/LOCATION:

-Tuesday, 10/18/2016, 10:30-11:30, Randolph Conference Center – Level 1

-Light refreshments will be provided to participants while supplies last.

WebEx for the Presentation:

https://uspto-events2.webex.com/uspto-events2/onstage/g.php?MTID=e2f417cf0bbebef1ab5252f006be98e82

Event number: 641 815 066, Event password: 12345

(Teleconference only: 1-571-270-7000, Meeting ID: 641 815 066)

Closed Caption Access:

http://www.captionedtext.com/client/embed.aspx?EventID=3079874

HOSTED BY: Patent & Trademark Office Society (PTOS) Education Committee.

For more info about these “Talks”, please contact Angela Nguyen, Aimee Li, and Becky Eisenberg.

To learn more about or to join PTOS, please visit www.PTOS.org.