Finish Strong: Financial Planning Strategies to Close Out the Year

As the year draws to a close, adopting a "Finish Strong" mindset in financial planning can set the stage for a successful new year. On November 13th, Lei Deng with Savor Financial will be putting on a session to help you better plan for the year ahead.

Lei Deng, founder and lead financial planner at Savor Financial, specializes in helping mid-career business owners, freelancers, and employees navigating equity compensation. As a fee-only financial planner and a fiduciary, Lei’s mission is to provide objective, personalized financial advice that focuses solely on her clients’ best interest.

Lei is frequently quoted in top media outlets, including U.S. News, Business Insider, Forbes and others. In 2024, Lei was appointed to the Forbes Advisory Board. Lei is a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) professional.

Outside of work, Lei enjoys spending time with her family, cooking and eating. She also volunteers as board members at Fit and Food Connection and Very Asian Foundation.

DETAILS:

When: Wednesday, November 13th

Time: 12:00 - 1:00pm

Where: Serendipity Labs - Clayton; 8112 Maryland Ave, Suite 400, Clayton, MO 63105

Other: This is a complimentary event! Bring your lunch and join us in our Ideation Studio.

Contact: 314-347-0780 OR [email protected]

Host or Publisher Serendipity Labs