3rd Tuesday Lunch N Learn - January - Financial Planning for Businesses

3rd Tuesday Lunch N Learn - January - Financial Planning for Businesses

Speaker: Kimberly Overman CFP®

Jan 16h 11:30 am - 1 pm
Financial Planning for Businesses
Speaker: Kimberly Overman CFP®
Owner at The Heights Exchange, LLC, President at Heights Urban Core Chamber and President and Chief Executive Officer at The Financial Well.

Kimberly has over 30 years of experience in the financial services industry. The Financial Well, Inc. is a fee-only financial planning and wealth management firm located in Tampa, Florida, offering the full range of financial ...

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1 attendees (None invited)

Venue

The Heights Exchange
4610 N Central Ave