Join our Founder/CEO, Michelle Clary, CFP®, CLU®, ChFC®, RICP®, AEP® in person for Financial Planning 201 with Piton Wealth. Learn the basic tools and trends to help you plan your next financial steps! Financial Planning 201 with Piton Wealth is a continuation of FP-101 and builds on your knowledge of financial planning. Up to this point, you have been on a long financial journey, and retirement is here or in sight. In this class you will explore the steps you can take, what plans you can develop, and how to secure those plans, so that you and your loved ones fulfill the life that you have been working towards!