Spring Cleaning Your Money Management

If you are anything like me, springtime’s warmer weather brings with it a renewed optimism about our physical surroundings. “Spring cleaning” helps us to dust away the soot and the cobwebs that accumulate during winter’s hibernation and rejuvenate us for the precious summer months ahead.

We should take this opportunity to apply the same philosophy to our financial plan! Are you still saving and investing like you did years ago? Have your financial strategies matured with you? Has the pandemic changed your priorities? During this webinar, we will tackle topics such as:

1. Recognizing your own money habits (good or bad)
2. Establishing your priorities (on your own or with your partner)
3. Automating your way to financial freedom

Let’s see how UPotential’s planning services can help you reach your potential.