Description

Start your morning out right! Join us for an engaging midweek, collaborative learning event that will help you gain practical skills, solve problems, and connect with others! This monthly meeting is held at the HACC Office and is limited to 12 attendees.

This month's presenter is: Chris Ellwood, Financial Advisor Edward Jones 

Topic: 

The Financial Year-End Checklist: What Business Owners, Professionals, and Families Should Review Before January 1

As the year comes to a close, many people focus on holiday plans and New Year's goals while overlooking important financial decisions. Join local Financial Advisor Chris Ellwood for a practical, jargon-free discussion covering taxes, retirement savings, insurance, beneficiary designations, estate planning, fraud prevention, and other key financial items worth reviewing before year-end. Attendees will leave with a simple checklist they can use to start the new year organized and confident.

Chris became a financial advisor to help hardworking businesses, families and individuals navigate the often complex world of personal finance. Many people can feel overwhelmed by jargon and systems that don't always align with their needs. His mission is to simplify these concepts and empower clients, through education, to make informed, confident decisions that align with their goals and values.

While not exclusive, his practice primarily focuses on skilled tradespeople, public employees, health care workers and environmental professionals — groups that often face unique financial challenges. He will provide strategies to manage their finances effectively, whether it’s managing debt, planning for retirement,...