RECORDING OF:
Your Financial Wellness Webinar
Thank you to all who joined the webinar. For those who would like a refresher or were not able to attend, please find the recording and resources below.
RECORDING DETAILS:

Please click the button link below for the Your Financial Wellness Webinar recording:

CLICK HERE

RESOURCES AVAILBALE:

Your Financial Wellness Presentation

Your Financial Wellness Resource Packet

2023 Key Financial Numbers

Recognized annually in January, “Financial Wellness Month” reminds us to think about and pay attention to our financial well-being. The timing is perfect to acknowledge financial wellness because the holiday season tends to increase spending, New Year’s resolutions are staring back at us, tax season preparation is upon us and in regard to planning a budget, now is the time to do it in order to help plan for the future.
www.heffgroupfs.com
Rebecca Tapia
Financial Advisor
Education & Communication Specialist
toll free: (800) 437-0045
direct: (415) 808-1369
fax: (415) 778-0301

Rebecca Tapia is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC, a registered investment advisor. Global Retirement Partners, LLC, Heffernan Retirement Services and Heffernan Financial Services are separate non-affiliated entities from LPL Financial.

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Rebecca Tapia CA Insurance License #0I18899, CRD #5146175