Financing Your Future | Helpful tips for your financial plan
On Wednesday, August 14 from 11:45 AM – 1:00 PM the Adams County Works Transition Planning Team will hosted their 3rdQuarter Seminar, “Financing Your Future.” The event took place at the Oakley Lindsay Center Lindsay Room at 300 Civic Center Plaza, Quincy, IL.
Speaking to the group was Wealth Advisor, Craig Moncey of IPI Wealth Management, Inc., and co-chair of the Adams County Works Transition Planning Team. Topics included:
- Get a Financial Life: Setting and monitoring financial goals and building wealth so that you have control over your future.
- Get Financially Smart: Identifying and avoiding mistakes that people make as their career blossoms.
- Get the Credit You Deserve: Understanding credit and debt to use it to your advantage – not the other way around.
- Get a Financial Plan: Saving early and often to prepare for the curveballs life throws at you.
For nearly 20 years, Craig’s focus has been on helping individual clients and their professional advisors implement financial planning strategies. Prior to joining the Investment Planners, Inc. team, Craig helped identify potential risk management situations, designed contemporary solutions, and participated in joint meetings with advisors’ clients and their other professional advisors at Brokerage Unlimited, Inc., in St. Louis, MO.
The leadership seminars are free and open to the pubic.
The Adams County Works Transition Planning Team has a mission to Advance current workers by “Nurturing current employees to help advance their level of workplace essential skills to sustain and grow the organization’s competitive advantage.” The team meets the 3rdWednesday of each month at 9:O0 AM in the Oakley Lindsay Center.