Description
Do you know how to measure your Financial Fitness? Much like physical fitness, financial fitness is something that takes work, but leads to an overall better quality of life. And like a personal trainer for your body, a financial professional can help you figure out exactly where you are at, and how to get to where you want to be.
Join us for our Financial Fitness Webinar, where we will take you through a checklist to evaluate your current financial situation and start making a plan for how to reach your goals.
Presenters:
James Monroe enjoys teaching families the basics of financial literacy and breaking down complex ideas into simple-to-understand terms, then helping clients execute them for their future.
Royal Standley's most important duty as an advisor is educating and helping clients achieve the goals they have set for themselves through comprehensive planning - and prudent investment choices.
Date and Time
Thu, Mar 12, 2026
5:30p - 6:30p PST
Location
Online Webinar
Note
We will contact you with additional information, including the link to access the webinar.