Leah Warren, a Wealth Planner at Ballentine Partners, presented “Young & Professional: Are You Where You Should Be Financially?”, part of EventBrite’s speaker series, where she and a co-presenter discussed financial best practices for people in their 20s and 30s. They provided easy-to-understand benchmarks to help young professionals determine if they are “where they should be” financially, as well as practical next steps and resources to help them get there. The event took place on May 19, 2014 at EventBrite’s pop-up space in the South End, Brite Space Boston.
Ballentine Partners, LLC | 781-314-1300 | info@ballentinepartners.com
ADV 2A |
Form CRS |
Professional Designation Disclosure |
Important Disclosures |
Privacy Policy |
Careers
© Copyright 2023 Ballentine Partners, LLC. All rights reserved.
FOR DETAILS OF HOW ANY SURVEYS REFERENCED ABOVE WERE CONSTRUCTED, PLEASE REFER TO OUR DETAILED DISCLOSURES IN EACH LISTING. THE SURVEYS DO NOT IMPLY ANYTHING ABOUT A PARTICULAR CLIENT'S EXPERIENCE OR INVESTMENT RESULTS WITH BALLENTINE PARTNERS.