Free Workshop: Financial Statement Analysis & Leaving a Legacy

Understanding Financial Statements - Getting Organized & Leaving a Legacy

Learn about Personal Financial Planning and get a Second Opinion.

Whether you want to leave a Legacy to future generations or are just trying to understand what you have, feel free to join Keith Schottman from Allaire Financial Strategies to learn about your options. We will offer a presentation on Getting Organized with your Finances & Leaving a Legacy followed by a complimentary review of your statements so you know what you have and make sure it can meet your goals.

Do you have bank, insurance or investment statements that you don't understand? Stop out to the Audubon Library on Tuesday, May 28th from 1:00 p.m. - 3:00 p.m. for a free course on 'Understanding Financial Statements.' Keith Schottman will be available from 1:15 p.m. - 3:00 p.m. for one-on-one time in 10-15 minute blocks if you want to understand your financial statements.

There will be a brief presentation at 1:00 p.m. and 10-15 minute blocks of time from 1:15 p.m. - 3:00 p.m. to have a one-on-one block of time to learn about your statements. This is an educational event to learn about organizing your personal financial statements as well as what it means to Leave a Legacy.

Call, email, show up or click through to register.


Keith Schottman

716-862-0500 x2