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Fall Financial Check Up

  • 09/10/2015
  • 6:00 PM - 7:00 PM
  • Skylight Financial - 2012 W. 25th Street, Suite 900 Cleveland, OH 44113
  • 2


Registration is closed

As Young Professionals we need to be educated about our finances.  The 20/30 Club is offering a free Fall Financial Check Up session for all members!  

Questions about investing, buying a home, 401k options, budgeting, student loans or other financial items?  Join us for an informal round table discussion hosted by 20/30 Club Member and Financial Planner, Dan Greene.  

The session is anticipated to last roughly one hour and afterward those interested can head across the street to Market Garden Brewery to continue discussion.

Note: Registration is limited so please only register if you plan to attend.

*Parking is available behind the building.  The building is diagonal to the West Side Market.

Our host for the evening - Daniel Greene:

Daniel is a financial planner with Skylight Financial Group.  He uses a comprehensive financial planning process to help individuals, families and small business owners achieve their financial goals and provide clarity to their financial future.  His focus is on developing a plan that is custom tailored to the unique needs and objectives of each client.  

Daniel was born and raised in Northeast Ohio and he graduated from Walsh Jesuit High School and John Carroll University.  He holds a BSBA in Finance.  Prior to joining Skylight, he worked for a healthcare consulting company assisting individuals with disabilities in securing benefits and overcoming the challenges of living on a fixed income.  He resides in Lake County with his wife and newborn son.

Daniel Greene is a registered representative of and offers securities, investment advisory and financial planning through MML Investors Services, LLC. Member SIPC (www.sipc.org) OSJ: 2012 W. 25th Street, Suite 900, Cleveland OH 44113. 216-621-5680.

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Disclaimer: Cancellations within 48 hours of the event will not be refunded.

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