On-Demand Webinar: Financial Planning For Young Families

By Mueller Financial Services, August 23, 2022

On-Demand Webinar


In case you missed it live, Mueller Financial Services, Inc. invites you for an interactive discussion on financial planning for young families.

During this webinar, we uncovered insights into the following topics:

  1. What does wealth mean to you?
  2. Investments – looking beyond the headlines
  3. Considerations for growing families
  4. Build your foundation to achieve financial goals

Watch NowDownload Slides

Featured Speaker:

Veronica Roshek, AIF®, RICP®
Wealth Advisor
+1 941 271 7182

Veronica has over 5 years of experience working in the financial services industry along with a lifetime of experience growing up as the daughter of a financial advisor. Prior to entering financial services, she began her professional career as a teacher and coach. Rooted in a passion for education, Veronica thrives on empowering business owners and individuals with tools to gain clarity and build direction for their financial picture. Finances don’t have to be intimidating, and by guiding a strategic relationship with individualized planning, Veronica helps simplify the complexities.

Related Insights

On-Demand Medicare 101 Webinar for Understanding Healthcare in Retirement

September 20, 2022

On-Demand Webinar: Understanding Healthcare in Retirement: Medicare 101

Share*Important dates to enroll in, switch or cancel a Medicare plan for 2022 are October 15 through December 7, 2022. …

Read More navigate_next
Three Key Retirement Decisions Webinar

July 27, 2022

On-Demand Webinar – Beyond Money: Three Key Retirement Decisions

ShareIn case you missed it live, Mueller Financial Services, Inc., and guest speaker Ryan Bertrand (Transamerica) invite you for an …

Read More navigate_next