Financial, Tax, & Lifestyle Opportunities for Business Owners

Name: Financial, Tax, & Lifestyle Opportunities for Business Owners
Start: 2025-01-04T09:30:00-05:00
End: 2025-01-04T11:00:00-05:00
Location: The Corners of Brookfield

Schedule

Sat Jan 04 2025 at 09:30 am to 11:00 am

UTC-05:00

Location

The Corners of Brookfield | Brookfield, WI

Join us for an enlightening session with Jennifer Hipkiss, the owner of FiduciaOne, as she shares her expertise in financial planning and life transitions. With over 20 years of experience in the industry, Jennifer has a passion for helping clients achieve their life goals and financial security. She founded FiduciaOne, a fee-based fiduciary firm, to provide client-focused service that includes tax preparation, investment management, insurance, and estate planning.
Jennifer will guide you through the complexities of life transitions, whether it’s navigating divorce, job changes, retirement, or the loss of a loved one. Her holistic approach to financial planning and coaching is designed to support you through every phase of life.
Don't miss this opportunity to learn from a seasoned expert who is dedicated to empowering individuals to take control of their financial futures.
Highlighted Cause: The Cure Starts Now
Lake Country Currents Networking Series is presented by Lake Country Family Fun and the 2024 – 2025 season is sponsored by eAchieve Academy.