• Oficio (map)
  • 129 Newbury Street, 2nd Floor
  • Boston, MA 02116

This workshop is focused on creating a financial road map designed specifically for you. While investing is an important part of a financial plan, this is not an investing or “get rich quick” session. Everyone is different – incomes, debts, spending habits, hopes, and dreams. We will focus on what is most important to you, your available resources and realizing your personal financial goals.

This workshop is presented by Willow Planning Group founder, Kelly Luethje. Willow Planning Group is a fee-only financial planning firm helping young professionals and small business owners make smart decisions about their financial planning. A delicious complimentary lunch will be provided by b.good.  This event is free for members, but please RSVP below or email us at contact@myoficio.com.  Thanks!

Presenter: Kelly Luethje

Lunch by b.good