This webinar was held on Jan. 7th, 2021.
Featuring Leslie Gaddis, CFP®, CSLP®, MBA, Wealth Consultant and Director of Financial Planning Services at LifeTime Asset Management. Hosted by Matt Glova, CFP®, Wealth Consultant, LifeTime Asset Management.
Click here to download the Slides for the Budgeting Tools and Tips Webinar.
New year, new look at finances! Taking time to write out your financial goals and craft a budget can help you focus your money on the things that are most important to you. Join us and learn tips for setting financial goals, creating a budget, prioritizing your spending, and staying organized – with ideas for how to make saving and budgeting more fun!
Leslie Gaddis, CFP®, CSLP®, MBA – Leslie is a Wealth Consultant and the Director of Financial Planning Services with LifeTime Asset Management. She spent the first part of her career life as a Geographic Information Systems specialist for a natural gas utility, but in 2016 decided to pursue her passion for personal finance and financial planning. Leslie enrolled in the Duke University Executive Certificate in Financial Planning, where she met fellow LTAM executive team member Alan King. She completed the program in May 2017, and passed the CFP© Exam a few months later. She joined the Lifetime Asset Management team in January 2018.
About The LifeTime Learning Series
The LifeTime Learning Series offers short webinars on the 1st and 3rd Thursday of each month. Each session features a different topic, one that’s relevant to you and your financial future. (And don’t worry – educational content only. No product pitches allowed!) The sessions will all be free and open to the public, as part of LTAM’s commitment to offering financial literacy resources to the community. Learn more about the series and other upcoming topics by visiting The LifeTime Learning Series.