The eagle's Nest Webcast
This Week's topic:SEVEN STEPS TO A GREAT FINANCIAL PLAN
This week's hosts:
With Special Guest: Mike Wallen
President of Highland Tax Group
The United States is in the midst of a retirement crisis where many baby boomers are relying on a meager Social Security check to get them through retirement. If more people invested a modest amount of time, effort, and money to planning for their eventual retirement, we would not have the issues we are seeing today.
In this installment of the Eagle’s Nest Webcast, Taylor Leary, a Certified Financial Planner, and Keith Weinman, tackle how they provide comprehensive financial planning to the clients they serve.
The financial planning process is one of the most beneficial financial commitments an individual or family can make. During this live webcast you will hear about the 7-step process Taylor and Keith use to provide clarity, peace of mind, and direction to their clients. They will also dive into the questions such as:
• What is a fiduciary?
• How long does it take to get a financial plan?
• What you can expect from the process?
• Why is a financial plan so important?
• And many others!
Join us for this enlightening event to learn about how a financial plan can set you on the right path to financial independence.