You probably see your dentist and your doctor regularly. But how long has it been since you had a financial checkup? Financial educator Karen Chan, CFP, will show you how to do your own review.
Presenter Karen Chan will walk you through using checklists that can personalize to fit your situation.
Knowing that your financial house is in order will give you peace of mind, and make life easier for you and others who may assist you when the time comes.