Upcoming Webinar on 9/19: Optimizing Your Family Finances
Unlock Financial Success for Your Family
Are you a growing family seeking to optimize and simplify your finances? Join our webinar where we’ll provide you with actionable strategies to take control of your financial journey. You’ll be guided through proven techniques that address your real-life challenges and empower you to make informed decisions.
Webinar Highlights:
- Learn how to align your financial decisions with your family’s dreams and aspirations.
- Learn how to automate your finances so that you can focus on spending more time with your family.
- Explore the top financial trends and opportunities we’re seeing right now for growing families.
Tuesday, September 19, 2023 at 12:00 p.m. EST
The webinar will be recorded. If you sign up and can’t attend, we will email you the recording as soon as it’s available.
About Jordan Patrick
Jordan serves in a dual role as a wealth advisor for Truepoint Wealth Counsel and Commas. Jordan works with clients to create personalized financial plans that help them achieve their goals. He enjoys combining his analytic knowledge with his relational skills in order to craft strategies that fit each client personally.
Read more about Jordan here.
Commas is a wholly-owned subsidiary of Truepoint Inc., a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training nor an endorsement by the SEC. More detail, including forms ADV Part 2A and Form CRS filed with the SEC, can be found at www.usecommas.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice. The accuracy and completeness of information presented from third-party sources cannot be guaranteed.