When: Wednesday, May 15, 2024
Time: 11:00 a.m. PT | 12:00 p.m. MT | 1:00 p.m. CT | 2 p.m. ET

New to the world of financial planning?

Join us for a live webinar presentation hosted by Senior Financial Planner O'Zell Golden, CFP® and Financial Planning Associate Adam Hale to learn about how EP Wealth Advisors helps their clients gain the knowledge and tools necessary to make informed financial decisions.

In this beginner-friendly session, our seasoned financial planners will guide you through the basics of financial planning, shedding light on its potential. Discover how financial planning isn't just about numbers — it can help guide you towards your dreams and aspirations.

Here’s what you can expect to learn:

• Gain a clear understanding of the financial planning process and its essential components.
• Explore the interconnectedness of financial planning with tax planning, estate planning and other areas of life.
• Discover the potential benefits of comprehensive financial planning, such as working toward achieving financial security, wealth accumulation and (hopefully!) stress reduction.
• Hear real-life case studies and practical examples illustrating how financial planning can offer support and guidance.
• Discover valuable tools and resources to guide you in your financial planning journey.

Don’t miss this opportunity to kick-start your financial literacy.

Register now to secure your spot!  

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