The Financial 15 - The Financial Planning Process and Tools скачать в хорошем качестве

The Financial 15 - The Financial Planning Process and Tools

The Financial 15 is a 15 minute (give or take) segment of timely financial planning and retirement planning strategies to help you prepare for and/or prosper in your retirement. 15 minutes a week can make all the difference to your financial health! This week I discuss The Financial Planning Process and Tools. I hope you find this information helpful. You can access other recordings of past Weekly Webinars and recordings of past Special Webinars on our website at https://www.attleborowealth.com/weekl... and https://www.attleborowealth.com/webinars Also, stay tuned for our Special Webinars that we hold throughout the year. Visit our website: https://www.attleborowealth.com Please don't hesitate to email us with any questions you have or if you'd like to schedule an appointment with us. You can reach us at questions@attleborowealth.com. The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.