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Year End Planning & Budgeting

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Lexington Wealth Management

12 Waltham Street

Lexington, MA 02421

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As we close 2017, Kerry Luria, Managing Director of Advisor Services, will share some simple steps to follow to help prepare for the New Year. She will cover a variety of topics including year end budgeting, organizing & storing your records and how to capture important household information. She will share a number worksheets and tips designed to simplify the process and help get organized and ready for 2018.

Join us this coming December 12th at noon in our offices and be part of the last Empower Women Series event of the year.

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Lexington Wealth Management

12 Waltham Street

Lexington, MA 02421

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