Virtual WILMAH Leadership Summit

October 19-24, 2020

Click here to register for Week of WILMAH. 

5 Money Questions To Help Identify Financial Goals

When: Mar 30, 2021 12:00 PM Eastern Time (US and Canada)

What: WILMAH Leadership Series Webinar

Speaker: Kim Long, Financial Advisor

Webinar Speaker

Kim Long (Financial Advisor @Edward Jones)

After spending over 25 years in the Animal Health Industry working for several small companies that became household names, such as ProVet (now Patterson), The Greenies Company, and Vet-Advantage, I decided to turn my sights to helping individuals develop financial goals and strategies for themselves. Demystifying basic finances and explaining what the typical person needs to understand to create a financial plan is my passion. I love assisting individuals and small business owners in developing financial goals and supporting strategies for themselves and their employees. In my current role as a Financial Advisor I am blessed with opportunities to turn wishes into goals through educated financial planning.

5 Money Questions is a 45-minute educational program that discusses a process you can use to identify financial goals and set a strategy for your future financial health.

“Where Am I Today”
 
“Where Would I Like to Be?”
 
“Can I Get There?”
 
“How Do I Get There?”
 
“How Can I Stay on Track?”