- This event has passed.
November 30, 2018 @ 11:30 am - 1:00 pm
Finding Your Freelance Financial Foundation
Come learn strategies that can help you grow for later what you’re working so hard for today.
Join us for our monthly lunch and learn, when Certified Financial Planner® Brandy Branstetter will educate and empower us with tips for big-picture financial planning.
As freelancers, the endless cycle of prospecting, producing and admin often leaves little time—and for some, even less interest—to plan for the years ahead. A freelancer of sorts herself, Brandy founded Fresh Financial Planning in 2015, and knows all too well the ups and downs of cyclical income, and how to manage personal and family finances.
Brandy will cover these points at a high level:
- Why it’s important to start thinking about your future today.
- How to effectively save for short-term and long-term financial goals when living on a variable income.
- How to utilize asset allocation for the best outcome for your future.
- Know the difference between “tax-later, tax-now and tax-never again” savings vehicles.
- Practical and easy retirement plan solutions for self-employed individuals.
About the speaker: Brandy Branstetter, CFP, founded Fresh Financial Planning following years of experience working for traditional wealth management firms. Seeking to create a more comprehensive and holistic relationship with her clients—and noticing a lack of engagement with female clients—she saw an opportunity to better serve them by striking out on her own. Though her clientele is mostly female, the guiding principles of her practice are universally applicable. A finance graduate of the University of Tulsa, Brandy in 2017 earned her Certified Financial Planning Certificate from Northwestern University.
Friday, November 30th
11:30 a.m. – 1 p.m.
Check-in & networking begin at 11:30 a.m.
Presentation begins at Noon.
Lunch served at Noon.
Maloney’s Sports Bar & Grill
7201 West 79th Street, Overland Park
Cost: $20 Members & Associate Members, $35 Nonmembers
Cost includes presentation, meal, beverage, tax and tip.
Anyone is welcome to attend at the appropriate rate. Non-members who register at the member rate will be asked to pay the remainder/difference upon arrival. Space is limited. To ensure your spot, RSVP NO LATER than the deadline, November 28, 11 p.m. Due to venue requirements and advance ordering, we regret to inform you that cancellations made with less than 24 hours’ notice cannot be refunded.