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Friday, May 15, 2020, 2:00 PM - 3:00 PM
Paul Schreier, Personal Financial Planning.
Paul Schreier and his wife Danielle are active members of Sacred Heart parish. They have 3 children – Ashlyn (7), Landon (4) and Devin (2). After 17 years in the technology industry in various marketing, sales and management roles, Paul started a financial planning practice in 2018. Paul works closely with families and small businesses to help them prioritize goals and understand the strategies available to them.
On Friday, May 15, Paul will present the key elements to a financial plan, as well as some specific information to keep in mind during these very volatile economic times. Please bring your questions for an open-ended discussion.
THIS MEETING WILL HAPPEN ON ZOOM - Zoom link to attend will be posted on Flocknote by Noon on Friday
QUESTIONS? Contact Kate Neal kneal@sholnewton.org