Course Description: Life changes quickly, a financial advisor can help set the course for success. We know that thinking about finances can be overwhelming. Having a financial plan can mean the difference between imagining your dream or living it. A financial planning team can help you understand what you have, what it's worth and where you can go. During this webinar, our team will outline how we work with clients to create a financial plan and investment strategies to help organize and grow their wealth. Learning Objectives: Outline current financial planning strategies. Review current market trends. Identify retirement planning strategies to grow and preserve your wealth.
Thursday Oct 28, 2021
12:00 PM - 1:00 PM CDT
Thursday, October 28th from 12:00-1:00pm
Via Webinar
Free
https://www.eidebailly.com/insights/events/2021/10/inspired-perspectives-your-wealth-your-way-financ
Becca Rozmark
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Printed courtesy of www.wdmchamber.org – Contact the West Des Moines Chamber of Commerce for more information.
650 S. Prairie View Drive, Suite 110, West Des Moines, IA 50266 – 515-225-6009 – info@wdmchamber.org