How to build a solid wealth foundation in Five Steps

Join my live class as I guide you through my 5-Step Roadmap towards Building a Solid Wealth Foundation. You'll gain a deeper understand of why these tried and true financial planning principles are the path to real wealth.

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When? March 31st, 2023 at 12pmCST

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    Danielle G. Nava

    CERTIFIED FINANCIAL PLANNER™ and co-owner of Generation Wealth

    Who am I?

    Hello, I'm Danielle! I’m a mom to beautiful twin girls, a CERTIFIED FINANCIAL PLANNER™ professional, co-owner of Generation Wealth and a spirited baker.

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    I am an inclusive financial planner on a mission to help badass women plan comprehensively to build real wealth.

    What will you learn?

    • The 5 steps that are crucial to building true wealth
    • How to prioritize your debt
    • How to calculate how much you need in Emergency Savings
    • Retirement Accounts 101
    • Why you need an "Intermediate Bucket"
    • The simplest way to preserve your wealth

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    Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and dba Generation Wealth are separate entities from LPL Financial.

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