Trojan Wealth: Mid-Year Financial Review
June 20, 2025 12:00 - 13:00 PST
Join Jimmy Suh, Trojan Wealth Management Financial Advisor, to learn how to evaluate your progress and make adjustments to ensure a successful financial year!
What You Will Learn
- How to determine if you’re on track to achieve your financial goals.
- Key adjustments to optimize your financial strategy mid-year.
- Tools and tips to stay focused and maintain momentum toward long-term success.
Register Now!
Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance products offered through approved carriers. USC Credit Union, PFG Advisors, LLC, and Osaic Wealth, Inc. are separately owned entities and are not affiliated companies.
Not FDIC/NCUA insured | No Financial Institution Guarantee | May Lose Value
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