Join TDCI for “The End-of-Year Financial Checklist” virtual event

“The End-of-Year Financial Checklist” is the tenth episode in the “When I’m 65 Boomers to Zoomers: Building a Secure Path to Retirement” virtual event series

NASHVILLE – The Securities Division of the Tennessee Department of Commerce & Insurance (TDCI) is partnering with the Investor Protection Trust and PBS Books to produce “The End-of-Year Financial Checklist” virtual event to livestream on TDCI’s Facebook page on Friday, Dec. 17 at 12 p.m.   

Between the holiday parties and resolution setting, it’s important to take some time at the end of the year to check in on your finances. Review your investing strategies, rebalance your portfolios and revamp your budget to set yourself up for the new year. Join us for “The End-of-Year Financial Checklist.”

The event will be interactive, allowing participants to ask questions, submit comments and get answers in real time. After the livestream, the episode will be available on TDCI’s website and on PBS Books along with a variety of tools and resources for savers and investors of all ages and at all stages of life. Videos of previous sessions can be seen in their entirety here.                                          

“The End-of-Year Financial Checklist” is the tenth in a series of 60-minute “When I’m 65 Boomers to Zoomers: Building a Secure Path to Retirement” virtual events. The “When I’m 65 Boomers to Zoomers: Building a Secure Path to Retirement” is a yearlong series of 12 60-minute virtual events livestreaming via Facebook Live on partner Facebook pages on a Friday each month at 12 p.m. CT. 

This series provides all Americans with quality and objective information needed to make wise and safe investment decisions at every age and every stage of life. The Boomers to Zoomers virtual events are interactive and feature timely topics, financial experts, motivational stories and practical information viewers can use immediately to prepare for long-term financial security.

For more information visit,  

This site uses Akismet to reduce spam. Learn how your comment data is processed.