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Financial Planning Series
May 16 @ 1:30 pm - 3:00 pm
An event every week that begins at 1:30 pm on Tuesday, repeating until May 23, 2023
This free three-part series is offered on May 9th, 16th, and 23rd from 1:30-3:00 pm. Sign up for one class or all three. Please call or email for more information 541-636-0104 or firstname.lastname@example.org
May 9th – Life’s Changing: Things to Consider When Reevaluating Your Financial Goals
- How might this change things, and what to expect
- Questions to ask the family “CFO.”
- How to plan and prioritize
- Maximizing the memories
May 16th – Planning for the Unexpected
- The basics and why
- Organization is key: how and why
- Making sure life after is squared away – it is a different ball game now
May 23rd – Financial Well-Being
- Debt management (medical bills)
- As a widow or widower
- Building confidence with planning
About Our Presenter:
Spencer Stark, CFP®, CEPA
Morgan Stanley Financial Advisor
Spencer Stark was born in the central valley of California and grew up in a diverse population and community. In an effort to escape the hot weather, he decided to attend the University of Oregon where he played football, appearing in the Rose Bowl, as well as the National Championship game during the 2014-2015 season. Spencer studied and completed his B.S. in applied mathematics, where he focused on advanced statistics and numerical analysis.
Spencer enjoys all things active. He has competed in CrossFit and Olympic weightlifting. In his free time, he loves to travel and explore different parks with his young son – hoping to one day visit all the national parks in the United States.