Mind Your Money: 2025 Long-Term Care Presentation скачать в хорошем качестве

Mind Your Money: 2025 Long-Term Care Presentation

Here's a recording of our thought-provoking discussion and invaluable insights into navigating the complexities of long-term care featuring keynote speaker, Alecia Barnette, Senior Vice President of Sales - Care Planning Division at Financial Independence Group. This video is meant for educational purposes only. United Planners is not affiliated with Financial Independence Group. Trent Bradshaw CFP®, AIF®, and Brandon Rogers CFP®, AIF® are Registered Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, member of FINRA, SIPC. Bradshaw Rogers Financial Partners, Inc and United Planners are not affiliated. Discussions in this show are for educational purposes only. Information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Bradshaw Financial Planning and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.