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Strategies for stress-free holiday giving from local financial planner
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The Christmas decorations are up in the stores and it's just Halloween, never mind that it's not Thanksgiving yet.
If holiday stress gets to you, especially the financial kind, consider the following free conference call led by local financial planner Spencer Sherman of Abacus Wealth, a fee-only planning firm that combines inner exploration with traditional outer money management. Like most wealth management firms, their clients have a net worth over $2 million, but they do have a sister company for those with $50,000 to invest (Abacus Portfolios). Everyone of any income level is welcome on the free conference call.
Strategies for Stress-Free Holiday Giving
Wednesday, November 4
6 pm Pacific
Call 866- 228- 5702
Code: 557914
For more information and to register, go here.
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