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. As always, participation is free and is open to both PKS clients and non-clients.
Tuesday, February 4, 2025
12 p.m.
Questions are encouraged and may be submitted throughout the presentation.
PKS Investment Advisors LLC is an independent registered investment advisory firm. As such we represent the interests of our clients and not that of a brokerage firm or insurance company. As a registered investment advisory firm, we adhere to a strict fiduciary standard and are guided at all times by doing what’s in our clients’ best interests. We specialize in financial planning, retirement income planning, investment management, risk management and employer retirement plans.
In house we have associates who are CERTIFIED FINANCIAL PLANNER™ Professionals, Personal Financial Specialists, and a certified Chartered Retirement Planning Counselor. All advisors hold FINRA series 65 securities licenses. We are affiliated with PKS & Company, P.A., a full-service accounting firm that provides traditional accounting services as well as specialized services in the areas of retirement plan audits and administration, medical practice consulting, estate and trust services, fraud and forensic services and payroll services.
