How The Wealthy Prepare For 2023

Exclusive Expert-Led Workshop

As 2022 ends, you might look forward to writing resolutions for next year. This season is uplifting and exciting as you plan trips with family, think about your outfits for special events, and maybe consider purchasing the house in Vail you’ve dreamed of for years. To meet all your goals, you need to make sure your financial plan looks as bright as the future you envision.

In our previous workshop, Zoe’s VP of Product & Financial Planning, Dillon Ferguson, CFP®, and Zoe Certified Advisor Lea Ann Knight, CFP®, discussed how to end this year strong by revisiting your investments and finances.
Let the countdown for 2023 begin, and take the right steps to grow your wealth.

Date: Wednesday, December 7th
Time: 2:00 pm ET | 11:00 am PT

Watch the recording:

How The Wealthy Prepare For 2023

Exclusive Expert-Led Workshop

Date: Wednesday, December 7th
Time: 2:00 pm ET | 11:00 am PT

Watch the recording:

About The Workshop

Why is this workshop valuable?

This workshop provides a unique opportunity to learn how to revise your financial plan as the year ends.
Understand how you can start planning for the year ahead and implement strategies that set up your finances for success.
Learn about charitable gifting and how you can contribute while understanding its effects on your finances.
Make sure you know about the updates on your insurance coverage and learn about Umbrella Insurance to protect your wealth.
If you’ve been worried about the recent rise in mortgage rates. You will learn about strategies to keep the home you want to purchase as a part of your plans.

This webinar will give you all the information and tips to feel confident, prepared, and ready to handle year-end financial planning.

Who is the workshop for?

Business Owner
Investors
Individuals that want to by a home.
Individuals looking for wealth management.
Individuals soon to retire.
Individuals looking for a financial advisor.

What topics will be covered?

Tax Planning
Estate Planning and Gifting
Insurance Reviews
Property Purchasing
Family Planning

Speakers

Lea Ann Knight, CFP® - Zoe Certified Advisor

Lea Ann Knight, CFP®, is a co-owner and Managing Partner of Financial Planning for Better Money Decisions (B$D). With her background in investing and financial planning, she enjoys working closely with clients to design and implement customized financial plans.

Lea Ann is also a past financial columnist for Time Inc.’s All You magazine and has been frequently quoted in the Wall Street Journal, SmartMoney, and Kiplingers, among other financial media. A large part of her focus has been on helping clients through life transitions and empowering women to manage their affairs more confidently.

About Zoe

Zoe is a wealth platform that connects you the right trustworthy, credentialed, and experienced wealth advisor for your needs. Financial advice should come from unbiased and certified professionals. That’s why Zoe’s vetting process meticulously curates fiduciaries, financial advisors, and financial planners.

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Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.