Clarity: It's what we help our clients discover. It's a goal we share with our September speaker, Christopher Baum (CFP & President, Palermo Wealth Management). In his talk, "The Foundation of Financial Organizing", he'll tell us about a net worth statement he creates with each of his clients. As a bonus topic, Christopher will review savings options small business owners can provide for their employees.
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Click here for the NAPO COVID In-Person Meeting Policy dated February 2023.