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Vault Series: Holistic Wealth Management & Legacy Planning

from CFA Society Chicago

Mar. 12, 2020
3:30 PM - 5:00 PM
The Vault
33 N. LaSalle Street

Have you ever thought about running your personal finances like you run your professional business? Join Matt Kocanda, CFP® with Balasa Dinverno Foltz LLC (BDF) as he guides you from founding “Your Family” Capital LLC through running your finances like a corporate CEO. He will discuss how to take this approach throughout each stage of life (accumulation, preservation, legacy) to execute on a holistic plan. more

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7701 Las Colinas Blvd., Ste. 800, Irving, TX 75063