Join Jeff Baughman and Brad Bartkowiak from MassMutual for a presentation and discussion on the importance of strategic, needs-based financial planning. Learn about the different stages of the economic ladder everyone climbs during their financial lives and how it applies to your savings, protection, and investment needs. Whether you are a consultant, an FTE, or an independent contractor the topics discussed will be relevant and valuable. Jeff and Brad will directly relate personal finances to a business structure and how you can start the process of identifying your personal stakeholders, objectives, requirements, processes, and goals.
5:45 - 6:00 PM Sign-In and Memberships
6:00 - 6:45 PM Food, Drinks & Networking
6:45 - 7:00 PM Chapter Announcements
7:00 - 8:00 PM Professional Development Presentation
8:00 - 8:15 PM Q&A and Wrap-up
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