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Money Matters Special Interest Group

Date: Tuesday, May 29, 2018 | Time: 6:00 p.m. - 7:30 p.m. | Location: The Oak Grill in the Island Hotel, 690 Newport Center Dr, Newport Beach, CA 92660 Map to Island Hotel

Price: No charge to attend this Group



The topic for the May Money Matters meetings is: Financial Spring Cleaning

Review of key financial documents and dusting off the ones you have, getting your Financial house in order, and best practices/tools to stay on target with your budget and goals.  Bring your questions too!


Facilitator:  Maria Kutscher, CFA, CFP®.  Read Maria's profile here.

Time: 6:00 p.m. - 7:30 p.m. 
 
Meeting Location:  The Oak Grill in the Island Hotel, Fashion Island, Newport Beach - address and link to map listed above.

Cost:  Free.  Valet Parking is also Free.  Bring your valet ticket to the meeting for validation.

Please RSVP to facilitator, Maria Kutscher, at maria.kutscher@ustrust.com or 949-760-4608.