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The Ten Mistakes People Make with Their Money (and how to avoid them!)
March 12 at 12:00 pm - 1:00 pm
The Ten Mistakes People Make with Their Money (and how to avoid them!)
Wednesday, March 12th | 12:00–1:00 PM EST | Zoom
Join Amy Jamrog to learn about the top ten mistakes people make with their money and how to avoid them! By the end of this webinar, participants will learn about:
- Not knowing what you have.
- Not being aware of what you spend.
- Not strategizing about taxes today versus taxes tomorrow.
- Not building your team of advisors.
- Not thinking about math before you marry or divorce.
- Not coordinating your estate plan with your beneficiaries.
- Not talking with your elderly parents about their wishes.
- Not understanding the importance of insurance.
- Not defining your philosophy when it comes to charitable giving.
- Not putting the time into creating your legacy.
Meet the Facilitator
Amy Jamrog, CFP® | Founder and CEO of The Jamrog Group
Amy Jamrog CFP® is a financial advisor, author, coach, and motivational speaker with over 25 years of experience in the financial services industry. She leads The Jamrog Group, a Massachusetts-based financial planning firm serving clients nationwide. Amy’s expertise benefits business owners, corporate executives, and many charitable organizations’ endowments.
As CEO of Four Wings Consulting, Amy coaches financial advisors, leads workshops, and delivers impactful keynote talks across the industry. Amy’s bestselling books, Confetti Moments and Life Savings Conversations, as well as her blog, Wednesday Wisdom, showcase her ongoing commitment to learning, teaching, and serving as a thought leader. She is ranked among Forbes’ Top Advisors and has received multiple awards recognition for her volunteerism, philanthropy, and advocacy. Amy holds a degree from Middlebury College and resides in Massachusetts. When she’s not working, you can find her with her partner Kim on their pontoon boat floating on the Connecticut River, or rocking cowboy boots at a country music concert!
Life Savings Conversations is available at your local bookstore! Ask for it at Olive Tree Books-n-Voices
