Pocket Planner is proud to present the first annual Financial Freedom Summit
This live stream event will help people gain financial confidence during this period of uncertainty. Pocket Planner continues to deliver on it’s goals to improve access to and quality of financial advice with education and access to high quality tools.
The sessions are designed to educate you on topics like:
- Financial Planning
- Tax Planning
- Investment Management
- Estate Planning
While using the Pocket Plan app, attendees will be able to follow along with the event and take action. The event is being hosted at Prism in Annapolis Md from 10 am – 4 pm. Attendees will be able to ask questions and receive answers live. The Financial Freedom Summit recording is available here.