MABC Meeting | Reality Check: Reviewing/Understanding Your Financial Planning

March Program Presentation: 

Reality Check: Reviewing/Understanding Your Financial Planning

Presented by:

Tom Dahl, Owner – Dahl Financial Group

Tom will discuss important habits, options, and caution flags to use in your financial planning.

Tom Dahl has been helping families, corporate executives, and business owners with their retirement and financial planning needs since 1989.

Specializing in offering independent, focused advice on financial matters relevant to the individual lives of his clients. Tom enjoys cutting through the noise to create clarity for his clients.

Tom is married with four children. He loves to spend time with his family and his grandchildren.

Tom spends his free time biking and growing apple and pear trees along with spending time on the local lakes and playing pickleball.

He holds FINRA Series 7, 63, and 65 licenses in addition to insurance licenses.

Hope to see you there!

March 10, 2022      8:00am - 10:00am

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Agenda

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