Personal Finance 201 – Budgeting
In this Running Money® Live! Event, our very own Mark R Tracy takes us on a deep dive into budgeting. From setting goals, planning for the expected and unexpected, tracking spending, dealing with threats to the plan, and how Enduring Wealth Advisors® can come alongside you to navigate through. If you or someone you know, would like more insights, save your seat now.
Mark joined Enduring Wealth Advisors in January of 2012 and received his Master’s in Business Administration from CSUF with an emphasis in finance, he became registered, then took on the role of LPL Financial Advisor in 2016.
As a child, he witnessed his grandparents sell off everything they owned and live off social security because they did not receive proper advice to plan for retirement. Mark got into this business because everyone should have access to the guidance necessary to pursue a successful financial life.
Join us Thursday, Dec 15 2022 at 4:00 PM Pacific.