Coffee & Contacts-Get a Financial Health Check-Up
Event Sponsors
- Presenting Sponsor -
-Host/ Food & Drink Sponsor -
Topic: Get a Financial Health Check-Up
Gregory W. Davis, CFP®, CFTA and Jeffrey P. DeHaan, CFP® from Clearwater Capital Partners will be sharing the importance of creating a financial check-up that works for you. Most experts agree that individuals and families should conduct a personal financial check up on an annual basis as well as after a major life event. Just like you should go to the doctor every year for preventative care, you should be reviewing your finances to identify strategies to improve your financial health and screen for potential problems. At this meeting you will receive some tips and takeaways to help you better navigate your financial situation.
Speaker: Gregory W. Davis, CFP®, CFTA, Partner - Senior Wealth Advisor
Speaker: Jeffery P. DeHaan, CFP® , Partner
About Clearwater Capital Partners
Clearwater Capital Partners is an independent wealth management firm, locally owned and privately held. As a trusted advisor, Clearwater Capital Partners is uniquely qualified to serve business owners and executives by providing advice through our private client, institutional and risk services divisions.
Coffee & light pastries provided by Chicago Marriot Schaumburg!
Date and Time
Thursday Apr 28, 2022
7:30 AM - 9:00 AM CDT
Fees/Admission
SBA Member $15
Non-Member $30
