Karen Van Voorhis, CFP, Vice President of Wealth Management hosted a webinar to help you avoid the common pitfall of not being engaged with your overall financial picture! She shared 15 “nuggets” to shore up your financial situation, such as checking on benefits at work, getting more life insurance, understanding your investments better, and putting an estate plan in place.
Access the recorded webinar on the Smith College website or download Karen’s slide deck ‘Commonly Overlooked Financial Details in Today’s Households’.