In conjunction with Pacific Advisors, we are now offering a series of short, monthly webinars across a series of planning topics for individuals and families. Please note the 1st Quarter of 2022 webinars below and register to any/all that might be of interest to you.
Also, please forward this web page to anyone else you know who might be interested in these topics and don't forget to check back for the next series, next quarter.
Would you like to get organized and take control of your financial situation? Do you know where to start and what plan to follow?
With so much to handle in our financial lives, figuring out where to begin can be a struggle.
With more than 60,000 clients we'll bring you the best of what we've learned in the 5 financial priorities everyone should audition. We'll share the ways we've found helpful to sequence these priorities and why, as well as actionable next steps for finally taking control of your financial future.
We've squeezed a lot of insights into an easy to understand 25-minute webinar - click here to register today!
Look forward to seeing you there!
With so much going on in our lives, it can be easy to lose track of where our money goes and it can be equally difficult to balance dollars spent today vs. dollars saved for tomorrow.
We'll bring you the best of what we've learned in how to break this cycle and really make an impact on future savings for longer term goals. As well as actionable next steps for finally taking control of your financial future.
We've squeezed a lot of insights into an easy to understand 15-minute webinar - click here to register today!
If you’ve ever wondered how much it would take to know you could retire with enough money to last the rest of your life, this webinar is for you.
We’ll share with you: