Create smart money habits to set yourself up for success.
Kelly Stanley, CFP, MBA and Wealth Advisor for Cogent Strategic Wealth presented this webinar for the Junior League of Chicago. Kelly offers action steps to improve your financial well-being.
2021 © Cogent Strategic Wealth. The information and opinions contained in this video are for informational purposes only and they are not intended to serve as specific financial, legal, accounting or tax advice. Because every situation is unique and fact-specific, you should consult a professional who can thoroughly review and analyze all aspects of your particular situation before making any decision or taking action.