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On demand | 9 steps setting you up for financial success

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Marsh McLennan Agency will offer tips for 9 steps you can take in advance of the new year to set you up for financial success with short term and long term strategies you can leverage immediately.

Date: December 6, 2023

Time: 2 pm, ET

Duration: 38 minutes

Speakers: Lisa Buffington, AIF® CPFA®, Vice President, Retirement Services

Robert Kelley, AIF®, Director of Financial Consulting, Retirement Services

Event description.

Date: January 25, 2022

Time: 10 pm, CT

Duration: 50 minutes

Speaker(s):

First Name, title, certifications, Company Name

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