Free LIVE Workshop

Create a Working Financial Plan

Sunday, February 5, 2023 at 1 pm ET

Join Maggie Gomez, CFP in a guided interactive workshop to focus exclusively on creating a plan for your finances.

 

In this training, Maggie will help you:

  1. Create a clear assessment and understanding of your current financial situation
  2. Establish goals and prioritize them based on your specific situation
  3. Create a plan to reach goals including savings, debt payoff, and investing
Register for this free workshop today!
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Hi! I'm Maggie.

I'm on a mission to help you feel strong and confident in your financial situation.

Here's why I can help:

→ CERTIFIED FINANCIAL PLANNER™ (designation received after a 12-month intense study program and 6-hour exam covering a full spectrum of financial planning topics)

→ 8 years of experience working at Charles Schwab, Morgan Stanley, and E*TRADE

→ Held a FINRA Series 7 License (Stock Broker, i.e. I sold investment products)

→ Held a FINRA Series 66 License (licensed to offer investment advice)

I'm committed to helping people feel empowered through learning how to confidently invest and build wealth.

Sign Me Up