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Financial Planning Foundations

2023 Presilium Goal Setting Event with Julie Palumbo

A recap of Presilium Private Wealth's 2023 goal-setting event featuring guest Julie Palumbo. The session helped clients define meaningful personal and financial goals for the year and connect those goals to their broader financial plan. This is a past client event rather than an evergreen planning topic.

Jerry DavidseFebruary 13, 2023

A recap of Presilium Private Wealth's 2023 goal-setting event featuring guest Julie Palumbo. The session helped clients define meaningful personal and financial goals for the year and connect those goals to their broader financial plan. This is a past client event rather than an evergreen planning topic.

Key takeaways

Presilium hosted a 2023 client goal-setting event with guest speaker Julie Palumbo.
The event helped attendees translate personal goals into a concrete plan for the year.
Goal setting is the foundation that gives a financial plan direction and purpose.
This is a past client event recap, not an evergreen educational article.

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Chief Executive Officer · CFP®

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