The 2019 Forum has concluded. Thank you to our sponsors, speakers, panelists, and attendees for a fantastic forum!  Save the date for our 2020 Forum to be held March 26-27, 2020. Check back for more details.

JWLF Educational Series – Balancing the Scales with Financial Planning

Topic: Balancing the Scales with Financial Planning

Day to day we find ourselves pulled in many different directions and miss the opportunity to plan for our future. Delayed financial planning can cost hundreds of thousands of dollars. This session will inspire us to maintain balance and pursue our financial goals. Topics will include:

  • Identifying retirement age

  • Calculating “your number”

  • Identifying ways to save and how to maximize the tax benefits

  • College savings plans

  • How to save while you pay down debt

  • Balanced spending

Date: November 19, 2019

Time: 4:30 pm –6:30 pm

Location: Dave & Buster’s – 7025 Salisbury Rd, Jacksonville, FL 32256

Cost: $20 per session (employees of JWLF sponsors); $30 for non-sponsors

Hors d’oeuvres and refreshments will be served.

Limited to the first 70 registrants.

Click here to register or for more information.

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