Facet Wealth Presents
Lunch
& Learn:
Positive Financial Surprises
Overview
Though 99.999% of us will never win the lottery, it's a helpful reminder of the importance of planning for both positive and negative changes in your finances. If you receive an inheritance, get a bonus at work, or even if you're just saving cash because you’re working from home and not commuting, do you have a plan for how to be smart about that “extra” money?
Facet co-founder and chief evangelist Brent Weiss, CFP®, ChFC®, was joined by Alix Tucci, CFP®, for this quick half-hour session where they dove into how planning ahead can help make the most of unexpected changes in finances.
Originally aired: July 17, 2020
Hosted by: Brent Weiss, CFP®, ChFC® and Alix Tucci, PhD, CFP®