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Add Passion to Your Financial Plan. How Mindful Women Plan and Give.

Proximo Restaurant 898 South Harrison Street, Fort Wayne

Where is the passion in your plan? You may know what you’d like to give away, but how much will you actually be able to give? You may be surprised when you back into the numbers.Join us and learn:Where to start. There are thousands of non-profits in Indiana making it difficult to choose. Define your …

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Disclosure: Certain links above are to third-party sites and are not affiliated with SYM Financial Corporation (“SYM”).  SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.

 

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