Learn how to simplify the complicated with GIFT – Getting It Financially Together.
Phil Wheat and Lori Givens, certified financial planners with Wheat-Givens Financial LLC, along with area insurance advisor Kristina Rowell and entrepreneur Elizabeth Mahusay, are offering a series of financial planning seminars aimed at helping small businesses through the maze of insurance, estate planning, marketing and more.
"Our goal with The GIFT is to simplify what many see as complicated when it comes to Getting It Together Financially (GIFT)," said Mahusay. "Oftentimes the present financial pressures hinder people from planning for their future financial needs. Attend one or all four of the GIFT sessions in order to learn practical steps you an take to best navigate your financial journey."
Wheat and Givens offer securities through United Planners Financial Services, member FINRA/SIPC. Advisory services are offered through Wheat-Givens Financial LLC. Wheat-Givens Financial, Mahusay and Rowell are not affiliated with United Planners.
The seminars are held on select Tuesdays at 6:30 p.m. and Wednesdays at noon at the Market Street in McKinney. Space is limited and RSVP is required to firstname.lastname@example.org.
- Financial Planning, Home-Based Business Intro, Benefits of the Right Insurance Policy. Wednesday, March 30, noon and Tuesday, April 5, 6:30 p.m. RSVP by Monday, March 28.
- Estate Planning, Life Insurance, Direct Sales and Network Marketing Benefits. Wednesday, June 1, noon and Tuesday, June 7, 6:30 p.m. RSVP by Monday, May 30.
- Investment Planning, Auto, Home & Business Insurance, What Marketing Plan is Right for You. Wednesday, Sept. 7, noon and Tuesday, Sept. 13, 6:30 p.m. RSVP by Monday, Sept. 5.
- Choosing Your Professional Wisely. Wednesday, Dec. 7, noon and Tuesday, Dec. 13, 6:30 p.m. RSVP by Monday, Dec. 5.
Market Street is located at 100 W. Eldorado Pkwy. in McKinney. For more information, email email@example.com.