North Central EPC Hosts Behavioral Finance

Date: Tuesday, July 28, 2020
Time: 1:00pm - 2:00pm
Location: Webinar
Speaker: Kit Mac Nee, CFP®, CRPC®, AEP®

We all need accurate information and dependable relationships. That’s true no matter what we’re looking for, and it’s especially true when it comes to financial planning. Kit’s clients trust her for two main reasons: They know she cares and they value her experience. This personal-professional combination gives her clients more confidence. We all seek out experts for important parts of our life. It’s about more than just money. Her expertise is about conditioning your financial life for strength, health and endurance. Kit joined Morgan Stanley as a Financial Advisor in Pasadena, CA in 2013. Prior to joining Morgan Stanley, she was with Merrill Lynch Wealth Management for nearly nine years.

More details to come...

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