Implementing Fiduciary Financial Plans
Live Webcast — October 24, 2019 — 1-1:45pm
Please join us for a live educational webinar on implementing financial plans to achieve personal goals we’ve set first and foremost. We’ll discuss the steps we take to help clients put their financial needs first, and share some tools we use to help.
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Presenters:
Nicholas Economos, CRPS®, Partner & Chief Retirement Officer
Miaciah Manuel CFP®, Fiduciary Financial Advisor
The fourth in a series of five webcasts to cover each step of the fiduciary financial planning process, our financial plan implementation webcast will help prepare you for our webcast on executing your financial plan. If you missed them, our blog post on the first three fiduciary financial planning webinars is a great place to start catching up.
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.