Does the impending end-of-year (and everything that entails from holidays, cold weather & a frantic pace) have you wanting to bury your head under the pillow until the New Year?? Not only do we have an overwhelming number of things in our personal lives that need to be done, but our businesses have year-end “needs” as well. And while every individual and business owner have different priorities, there’s often similarities to everything we want/need to address prior to midnight on December 31st. So, if you’d like to approach this year-end armed with a couple of checklists to help keep you organized, join our next Chapter meeting where Christina will share these checklists with you. And at the end, be ready to share a helpful/fun/interesting tip on how you survive the stressful months ahead!
Due to concerns around COVID-19 this event will be held virtually through Zoom. An email containing the link will be sent prior to the event date. If you have any questions or concerns please contact Christine at firstname.lastname@example.org.
Christina R. Ubl is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst™. She joined Clute Wealth Management (a Registered Investment Advisor and separate entity from LPL Financial) in 2000 and became a partner in 2014. As a partner, she enjoys the opportunity to work with small business owners and individuals on a daily basis helping them to pursue their financial and personal goals. She helps them to understand both the short- and long-term financial decisions. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial planning offered through Clute Wealth Management, LLC.