WHAT YOU WILL LEARN
Business owners especially struggle with answering the question “how much is enough?” when it comes to financial planning. Predicting how much you'll need in retirement isn’t an exact science, but once you have clarity around this question you’re able to make better business and life decisions.
Cordant Wealth Partners and Technology Association of Oregon invite you to a Lunch & Learn on Wednesday, March 20th from 11:30 am - 1:00 pm to get clear on your financial goals and learn what financial information matters, what to ignore, and how much is truly enough.
Participants will walk through a real world example, a process to answer this question and have the chance to complete part of the work in a workshop style presentation.
The objective is for attendees to leave with a clear path on how they can answer this question for themselves and their family, make better decisions and accelerate progress towards their goals.
WHO SHOULD ATTEND
The conversation will be most relevant for individuals and business owners who would benefit from sorting through the noise and focusing on the key areas that will help them make smart financial decisions.
ABOUT CORDANT WEALTH PARTNERS
Cordant's mission is to create clarity for people to live their best lives by eliminating financial stress. Through their Cordant Clarity Experience™, they help clients do three things: 1) Achieve CLARITY. With their help, clients get clear on their goals and one the same page with all key parties about them. 2) Help them make SMART DECISIONS about anything with a dollar sign. And, 3) GUIDING them towards goals. They know that life changes over time, and is there for clients, as a trusted advisor, helping them to live their best life.