Money Date – Your Last Minute Year End Financial Planning Checklist

Money Date – Your Last Minute Year End Financial Planning Checklist

Posted by Anna Sergunina on Nov 10, 2019
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Want to get a jump-start on 2020? Tackle your end-of-year finances with this easy, last-minute checklist.

In today’s Money Date, your host, Anna Sergunina, CFP®, is going over the things you can add to your financial “to do” list as we approach the end of the year.

Anna Sergunina
Anna Sergunina
anna@mainstreetplanning.com

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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