Presentations & Webinars

Below is a comprehensive list of current and/or upcoming events. Once you have found the one(s) that interest you, please fill out the registration form below. Feel free to email us at info@jgua.com for more information.

The Art of Personal Finances: The Importance of Being Coachable

Thursday, January 28th @11am.

In this webinar, Kelly will be discussing the characteristics of four internalized money mindsets we all have and how they affect our relationship with and use of money as a tool. From here, our Senior Advisor, Todd Brost, will discuss how individuals with each money mindset can be coached to develop a healthy and productive association with money.

Kelly M. Lewis, CFP®, JD, LLM

Advisor

Todd A. Brost, CFP®

Senior Advisor

_____________________________________________________

Please be sure to add jgua.com to your safe senders list to avoid emails going to spam.

*By completing this registration form, you agree to receive future emails from John G. Ullman & Associates, Inc. and its employees.