The End-of-Year Financial Checklist

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Between the holiday parties and resolution setting – it’s important to take some time at the end of the year to check in on your finances. Review your investing strategies, rebalance your portfolios, and revamp your budget to set yourself up for the new year. Join us for the End-of-Year Financial Checklist.


CHRIS BROWNING, Founder and Host of the ‘Popcorn Finance’ podcast

MARGUERITA CHENG, a Certified Financial Planner

LAURA ADAMS, a personal finance expert and award-winning author

PAM KRUEGER, creator of the MoneyTrack series seen on Public Television stations, and a co-host of the Friends Talk Money Podcast

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