DATE: 2/2/2024 via ZOOM
Please join us for a comprehensive presentation on the markets and the global economy—and the opportunities and challenges that may lie ahead.
A series of in-person or online workshops designed to provide financial education, resources and tools to improve your money management skills for increased financial well-being.
Sheri Pan, CFP® practitioner, is a Registered Representative with, and securities and Advisory services offered through LPL Financial, a registered investment advisor, member FINRA & SIPC. Sheri earned a Master’s degree in Taxation from Golden Gate University.
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification mark CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.