Chamber University - Financial Planning for Individuals

Join us for the 2016 Chamber University series!  Chamber University is a professional development set of seminars that are aimed to make a better you and better your organization.  Chamber University is brought to you by Insight Accounting Group and IU Health Goshen. 

Join us for this informative session from KeyBank's Dave Beaverson, CFP, CTFA takes a look at ways to be smarter about your money.  Dave will take a look at the following steps to be successful in your future's planning by going over:

• Select a planning professional
• Gather data and set goal
• Analyze and strategize
• Review recommendations
• Implement plan
• Monitor progress and make adjustments

Dave is a Wealth Advisor with Key Private Bank, and brings his clients a deeper understanding of how the economic environment affects their wealth-building and preservation goals.  He then delivers strategies to address the complex wealth management needs of his clients.