Webcast Recorded May 2, 2019
In a financial world that’s often biased by conflicting interests, it’s important to use a fiduciary approach to financial planning that puts your personal goals first.
Please join us for a live, hands-on webcast on goal setting for fiduciary financial planning — starting with a values exercise to help us put first things first. Attendees will take away concrete tools to kickoff their financial planning process — helping to put themselves and their families in a better financial position in 2019.
The first in a series of five webcasts to cover each step of the fiduciary financial planning process, our goal setting webcast will help prepare you for our next webcast in June on getting your financial life organized.
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.