Simplify Your Financial Goals — One Step at a Time

Hosted by Tyler Curley, WMS℠, CRPS™, CPFA® and Jatia Huey of Dahring | Cusmano

Let’s take the stress out of financial planning.

In this live webinar, we’ll show you a simple, real-world approach to organizing your financial goals into three clear stages: short-, mid-, and long-term. Whether you’re starting from scratch or fine-tuning an existing plan, this session is designed to meet you where you are—and help you move forward with purpose.

What you’ll learn:

• How to structure your goals across different life stages

• Ways to connect your everyday habits to your big-picture lifestyle goals

• Tips for pressure-testing your retirement plan for flexibility and alignment

• How to spot commonly overlooked areas like insurance gaps and shifting priorities

• What financial confidence really means—and how to define it for your life

💡 It’s not about perfection—it’s about progress.

Click “Register” to save your spot and take the next step toward your financial future.