Financial Planning Town Hall Meeting

Unlock your financial future with confidence at our Financial Planning Town Hall meeting designed specifically for novices seeking guidance on how to start planning for their financial future!

What to Expect

• Overview: Whether you’re planning for college, saving for your first home, or building an investment portfolio, our expert panelists will provide the insights and resources you need to make confident, informed decisions about your money and financial future.
• Q&A Session: You’ll have the opportunity to ask personalized questions, gain valuable knowledge, and walk away with actionable strategies to secure your financial well-being.

Meet William Lusby, Unitus Financial Advisor

• With over 17 years of advisory and investment experience, Willam is your go-to Unitus Financial Advisor for strategy, wealth management, and planning.

Networking, Refreshments, and Door Prizes

• Enjoy complimentary refreshments and mocktails while networking with others planning for their financial futures.
• Be sure enter the drawing for some fantastic door prizes and as a bonus, if you bring a guest you both will receive an extra entry for the drawing!* (*Must be present to win.)
• Take advantage of the opportunity to have one-on-one discussions with William and our other professionals to address your specific concerns and goals.

Don’t miss out! Secure your spot today by RSVP’ing here. Your path to financial freedom starts now!

Register here: