WEBINAR – Financial Fitness 2025: Key Information and Strategies to Help You Navigate the Year Ahead

Finances play a significant role in our lives, affecting stress levels, relationships, and overall well-being. Now is the perfect time to look at various aspects of your life and develop a plan to improve your financial fitness.

Join us for an overview of key financial data that may impact your finances in the year ahead and strategies to develop a plan to achieve financial fitness this year.

Tuesday, February 4, 2025

12 – 1 p.m.

The webinar will begin promptly at noon and should last approximately 30 minutes. Questions are encouraged and may be submitted throughout the presentation.

REGISTER HERE

Questions? Email Laura Wilson at lwilson@pkscpa.com.

 
 

Presented by Kyle M. Banks

Kyle is a graduate of Salisbury University with a Bachelor of Science degree in Finance. As an advisor with PKS he facilitates comprehensive financial retirement planning for all stages of life, monitors portfolio management and cash balances, develops investment policies, and assists businesses with qualified retirement plans. Kyle works closely with individuals and business owners to define their financial goals and fine-tune strategy in an efficient and sustainable way. Kyle has more than 10 years of industry experience and holds a FINRA series 65 securities license.

PKS Investment Advisors LLC is a registered investment advisor with the securities and exchange commission. Reference to registration does not imply any particular level of qualification or skill.  PKS Investment Advisors LLC does not give tax or legal advice.  Be sure to consult with the appropriate professionals in these matters. 

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