Webcast Recorded June 27, 2019
Many of us have fragmented financial lives — with many accounts for many services. So it’s important to get organized to understand where we are today, before we can create a comprehensive financial plan for achieving goals we’ve set.
Please join us for a live, hands-on webcast on organizing finances for fiduciary financial planning. We’ll discuss the steps we take to help clients get their finances in order, and share some tools we use to help.
The second in a series of five webcasts to cover each step of the fiduciary financial planning process, our organize webcast will help prepare you for our webcast on creating your financial plan.
This webcast is intended as a service for participants in the retirement plans of our plan sponsor clients, but it is also designed as a public service to benefit a broad range of attendees.