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January 14, 2022

Webinar: Money with a Purpose & Life Insurance 101

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Are you on track to reach your financial goals?

Please join us on Thursday, February 24th at 5:00 pm for our first financial education webinar of the year!

Our wealth and insurance webinar will be hosted by our Wealth Advisor Dustin Tondreau and as a guest presenter, we have our AVP of Insurance Maria Prendiz. They will share vital information about wealth planning and also key information about how to choose the right Life Insurance plan for you and your family.

When: February 24th, 5:00pm – 6:00pm
Where: Virtual Webinar

What you will learn:

  • How to combat inflation
  • Strategies and solutions for your financial well being
  • How to stay on track to meet your financial goals
  • What the difference is between term, whole, and Index Universal life insurance policies
  • And More!

Maria Prendiz and Members of CBC Insurance Agency are not affiliated with or endorsed by LPL Financial and/or CBC Wealth Management.

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