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August 25th, 2021 1:00 PM EST
with Vanessa N. Martinez
In this webinar, we will tackle money decision-making from several angles:
– Talking to your partners about money making decisions, and why it’s critical for the both of you to be involved.
– The importance of having a plan. Building a net worth statement and having a will is a great starting point.
– How to get started on investing, and why it’s important to seek professional advice when in doubt.
The webinar will be hosted by Vanessa N. Martinez, Partner and Managing Director of The Lerner Group, a wealth management company.
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