Managing Debt and Building a Spending Plan

Program Type:

Career & Business

Age Group:

Adults, Adults 55+
Please note you are looking at an event that has already happened.
  • Registration is available for this event.
  • Registration is no longer available for this event.

Event Details

Managing Debt and Building a Spending Plan

Buried under a mountain of debt? Not sure how to build or keep a spending plan? This presentation will give you concrete strategies to help reduce your debt, give you tactics to manage your finances, and start building your wealth.

William Wu is a CERTIFIED FINANCIAL PLANNER™ professional at Kramer Financial Group, LLC. Before joining the team, he worked at Merrill Lynch as a financial advisor in their Global Wealth Management Group where he customized investment portfolios for high net-worth individuals. William was born in Queens, New York and currently lives in Westchester with his wife and daughter, Audrey.