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Parties and Presents and Family Gatherings, Oh My (Money)!

  • Writer: Ann J. Shubert, CFP, MBA
    Ann J. Shubert, CFP, MBA
  • Dec 14, 2023
  • 1 min read

Updated: Feb 28, 2024

Financial behaviors can be hard to change, especially during a busy and emotional time of the year. In this presentation Ann helps you understand why your brain is wired to resist change, but also gives you an actionable approach to making different money decisions this year.




 
 

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All written content on this site is for information purposes only. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indexes are not available for direct investment. Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

 

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