Notice to in-person OCBA meeting and event attendees:
All attendees will be required to follow all California and CDC COVID-19 guidelines then in place.
OCBA Mommy Esquire Monthly Meeting
Do I Need a Financial Plan and Where Should I Start?
Start Date - End Date
January 21, 2020
11:30 AM - 1:00 PM
Online registration for this event is not available at this time.
To enquire, please contact our membership department at (949) 440.6700 x384
To enquire, please contact our membership department at (949) 440.6700 x384
Speakers:
Christina Ahluwalia
Financial Services Professional
Christopher Bieler
Financial Planner and Adviser
Do I Need a Financial Plan and Where Should I Start?
Financial planning is the key to a successful financial future. Mommy Esquire is happy to welcome Christopher Bieler, a Financial Planner and Adviser, and Christina Ahluwalia, a Financial Services Professional, to provide us with financial planning basics, including: Where to Start with Financial Planning, Self-Directed Planning vs. Working with an Advisor, Types of Advisors and the Selection Process, College Funding, and Student Loans. In their professional roles, Christopher and Christina guide clients in defining their financial objectives and developing a strategy that will allow clients to achieve those objectives, while empowering clients with the knowledge and tools needed to achieve their financial goals.
Cancellations must be received in writing via fax or email three (3) business days prior to meeting date to receive a refund.
Available Functions
Speakers
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