When you're knee deep in running a business, it can be hard to envision how you will be able to take care of long term financial goals like paying for your kids' college tuition or retirement. Leslie Smith of the Coronado Financial Group will be joining us to share solutions for making sure we don't forget the big picture including 7 markers you’re on the track to financial health; and “first things first” approach to where/how young families can get started.
As always, the kids are welcome!
Leslie Smith is Founder and Principal of Coronado Financial Group, LLC, a state Registered Investment Advisory Firm. She has over 20 years of experience in financial services and financial planning. She has earned and holds Registrations 7, 24, 26, 63 and 65; is a licensed life and variable insurance agent; and is a Registered Representative and Registered Principal with SagePoint Financial, Inc.
-prior to starting her own practice Leslie was a V.P. of Investments with Bank of America Investment Services
-she is a proud mom to two Seniors –one in college and one in high school.