As the year draws to a close, now is the perfect time to ensure your finances are on track for 2025. This is your chance to review key financial areas—from income and investments to expenses and taxes—so that you can start the upcoming year with confidence. Join this one-hour Vita Financial workshop to gain insights on optimizing your financial strategy, prioritizing your goals, and securing your financial future.
This virtual workshop was hosted on November 21, 2024.
Visit www.VitaFinancial.com to learn more.
Discussions in this panel discussion should not be construed as specific recommendations or investment advice as this discussion is for educational purposes only. Always consult with your investment professional before making important investment decisions.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vita Financial are not affiliated. Fixed insurance offered through Vita Financial.
