Hear about some great new hacks for managing money and learn from some experts about how to avoid common financial pitfalls.

After registration you will receive a zoom link. If you have any questions you would like answered ahead of time, please send them to jpasco@horizonbank.com

Panel: Janet Pasco, Sandra Adams and Cheri Young

Cheri Young

Cheri Young leads Forever Young Wealth Management in Brighton, MI.  She advises clients on financial planning tax and retirement planning with a teaching flair that is second to none.

Sandra D. Adams, CFP®

Sandra D. Adams, CFP® is a Lead Financial Planner and Partner with Center for Financial Planning, Inc. ®. A 1992 graduate of Eastern Michigan University, she has worked in the financial services industry since 1996. She collaborates with individuals and families to create customized and actionable financial plans that can be implemented easily by breaking them into simple steps (and with the assistance of a professional partner). Sandy holds a master’s degree in Gerontology and specializes in elder care planning, allowing her to work with entire generations of families: older adults, their children, and grandchildren. Sandy is also trained to work with those going through any kind of stressful life and/or money transition, including those dealing with a death of a spouse, loss of a spouse due to divorce, loss or change of job, change of career, sale of a business, generational wealth transfers, etc.

Sandy has served three terms on the FPA of Michigan board, serving as Board President for three terms. She currently serves as the Board Chair for the Wayne State University Board of Visitors and serves on the BOV’s Endowment Committee, is Board Chair for the non-profit On the Wings of Angels and serves on the board for Universal Dementia Caregivers. She is a frequent speaker for the MICPA and other public and professional groups on elder care and retirement plan and financial planning topics. Sandy is frequently quoted in professional publications, has contributed as a writer to articles in the Journal for Financial Planning and Practical Compliance and Risk Management, and is currently a regular contributing writer to TheStreet.com/Retirement Daily

Janet Pasco

Janet Pasco is the Market President of Horizon Bank in Metro Detroit. She joined Horizon Bank in 2018 to launch a new office for the bank located in Troy. She has spent her career in banking serving in a variety of roles in commercial banking and has loved working with local business owners. Her commitment to the community is also demonstrated by her volunteer roles. She is \ the President of Women in Healthcare, Michigan, Board Member  of Michigan Municipal League Foundation and serves on the Advisory Board of On the Wings of Angels.