Our panel of two investment experts will address several key trends and concerns regarding the current investment landscape and financial planning.
Perhaps you just graduated, what are things you need to look out for when investing? If you are retired or about to retire, any changes to your approach? And going through this unprecedented trying period, how is your financial planning for your family? How about your life insurance? This timely program provides an introduction to a number of personal financial planning issues so that you can hopefully start your planning or make adjustments soon. Of course, there is no "one size fits all" answer and we encourage everyone to consult their own financial advisor for advice as to their own circumstances. We hope this program will begin to address some of these more pressing issues on your mind.
Perhaps you just graduated, what are things you need to look out for when investing? If you are retired or about to retire, any changes to your approach? And going through this unprecedented trying period, how is your financial planning for your family? How about your life insurance? This timely program provides an introduction to a number of personal financial planning issues so that you can hopefully start your planning or make adjustments soon. Of course, there is no "one size fits all" answer and we encourage everyone to consult their own financial advisor for advice as to their own circumstances. We hope this program will begin to address some of these more pressing issues on your mind.
Our Presenters:
- Oliver Pursche, Founder of EsterV, llc
- Scott J. Silbert, Founder and CEO of Creative Planning Strategies, and creator of 3D Wealth™
- Jackie Kapur, Co-founder and Managing Partner of Ignition Capital LLC
When:
Friday, June 19, 2020
12:00 PM ET - 1:00 PM ET
Cost:
As a service to the community, there is no cost to attend this session but capacity is limited.
Meeting Access Information:
A link, accessible by personal computer, tablet or smartphone, will be emailed to all registered guests 24-48 hours prior to the event to the "Primary Email" address listed in your profile. Please login to update your profile and confirm that the email address listed is correct. We will attempt to provide the ability to ask questions at the end of the presentation and time permitting.
Click here to register. Please register early as events can and do sell out quickly.
Friday, June 19, 2020
12:00 PM ET - 1:00 PM ET
Cost:
As a service to the community, there is no cost to attend this session but capacity is limited.
Meeting Access Information:
A link, accessible by personal computer, tablet or smartphone, will be emailed to all registered guests 24-48 hours prior to the event to the "Primary Email" address listed in your profile. Please login to update your profile and confirm that the email address listed is correct. We will attempt to provide the ability to ask questions at the end of the presentation and time permitting.
Click here to register. Please register early as events can and do sell out quickly.
Pre-registration is required. Registration is subject to availability and will close on Friday, June 19th at 9:00am.