Financial Planning Case Studies

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Financial Planning Case Studies

May 10, 2023 @ 12:00 pm - 1:00 pm EDT

Virtual Event Virtual Event

It can be hard to grasp what financial planning means in the abstract. A better way to make sense of the process is to look at a few examples. Seeing a case study of a financial picture and the steps that can be taken to create greater financial success can inspire you to take a more objective look at your own. This webinar contains a number of case studies, from simple to complex, and addresses when and how to update a financial plan. Michael Petrosky, a financial advisor with over 15 years of experience, is presenting. Anyone thinking of having a financial plan created can benefit from this informative event.


May 10, 2023
12:00 pm - 1:00 pm EDT
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Financial Planning Case Studies