Financial Health 101

Living a financially healthy life is the foundation to living a financially wealthy life. Because of this, Isabelle Roethe and Robert Clausen wanted to create a workshop all about Financial Health 101!

This workshop will cover the following topics:

Habits to create a financially healthy saving and spending system
A background on the basics of investing
Tips on maintaining a financially healthy lifestyle

We are collaborating with Pillar at Fountain Hills (previously The Havenly) for this workshop. Thank you, Pillar, for graciously hosting this workshop at your office!

Further details:

When: Friday, March 24th at 4:00pm
Where: Pillar at Fountain Hills Leasing Office
- Address: 16550 E Ave of the Fountains, Fountain Hills, AZ 85268

Refreshments will be provided.
Please RSVP to Isabelle at isabelle.clausen@lpl.com

We hope to see you all there!

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.

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Date and Time

Friday Mar 24, 2023
4:00 PM - 5:00 PM MST

Friday, March 24th at 4:00pm

Location

Where: Pillar at Fountain Hills Leasing Office (previously The Havenly)

Address: 16550 E Ave of the Fountains, Fountain Hills, AZ 85268