August 2019
Pearl Planning Turns One!
Please join us as we celebrate Pearl Planning's 1st Anniversary! RSVP to alyssa@pearlplan.com by Friday, August 16th. We hope you can celebrate with us!
Find out more »September 2019
Webinar: The ABC’s of Social Security & Medicare
Your decisions about Social Security and Medicare should not be on auto-pilot. This informative webinar will tackle popular Social Security topics including claiming strategies and the age-old question or will Social Security be there when I retire. We'll also review the most topical Medicare topics for 2019 right before open enrollment. You can join the Webinar using the information below! Join Zoom Meeting https://zoom.us/j/712163958 Meeting ID: 712 163 958
Find out more »October 2019
Webinar: 2019 Year-End Financial & Tax Strategies
Some things can’t wait until tomorrow. Review 2019’s most actionable financial and tax checklist. You can join the Webinar using the information below! Join Zoom Meeting https://zoom.us/j/270725222 Meeting ID: 270 725 222
Find out more »November 2019
Webinar: You’ve Inherited, Now What?
Receiving an inheritance may seem like a windfall, but it comes with new decisions and, sometimes, emotional baggage. This is a guide to how to get started when you inherit different types of money and assets. You can join the Webinar using the information below! Join Zoom Meeting https://zoom.us/j/194459272 Meeting ID: 194 459 272
Find out more »December 2019
Webinar: 52 Pearls Recap
December concludes the Pearl Planning "52 Pearls" project with actionable weekly financial advice. We'll recap the year and share our most popular reminders. Plus, stay tuned for a big reveal of the project wrap-up as well as the announcement of a new project for 2020! You can join the Webinar using the information below! Join Zoom Meeting https://zoom.us/j/816133066 Meeting ID: 816 133 066
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