Getting Your Financial House in Order

Organizing and optimizing one's finances to achieve stability, security, and long-term prosperity involves assessing your current financial situation, setting goals, creating a plan, and taking action steps to improve your financial health. Is your financial house in order?  Do you have a will?  Should you have a trust?  Are you aware of the latest legislation affecting Roth accounts?  

Get these and other questions answered by two CFE experts -- Jenifer Aronson, Founder and Managing Partner of Mosaic Fi, an investment advisory firm, and Mary Ann Korenic, CEO of The Chicago Trust Company, a provider of trust and estate services. They will be joined by Martha McGuire and will review a checklist for financial health.  The goal of the program is for CFE members to support each other in ensuring the building blocks of financial health are in place.