Description
Will you have regrets at the end of your life? What do you want your legacy to be? Money is your tool to make sure you’ve lived fully and profoundly. This interactive class takes you through exercises and a thought process that will help you get to the heart of your priorities and set meaningful goals. Creating this personal framework can serve as a guide for making inspired financial and personal planning decisions.
Barbara Norman, CFP® has 35 years in the financial services industry and serves with an emphasis on life, investment, and tax planning. She is the CEO of Sage Path Solutions, a Registered Investment Advisor in the states of California and Texas and the founder and curriculum author of the Women’s Financial Academy, an educational foundation. Barbara is a professionally trained speaker and storyteller.
Advisory services offered through Barbara J Norman LLC, dba Sage Path Solutions, a Registered Investment Advisor in the states of California and Texas.
