3sINTEL CLASSROOM CONFERENCE CALL
THE BASICS OF FINANCIAL PLANNING
TUESDAY, FEBRUARY 12
8:00 PM EST / 7:00 PM CST
209-647-1400 PIN 129533#
The scope of this call is to help people know what to look for, what questions to ask when securing their own financial planning. The basics.
Specific investments will not be covered, however stocks, bonds, mutual funds, REITS, institutional wealth money managers, annuities as well as risk management and wealth transfer issues like estate planning will be touched upon in broad terms.
Our guest speaker has over 20+ years as a financial planner.
Please be clear that this call is for informational purposes only and not a solicitation for services by our speaker.