This presentation is a great refresher for all investors, but it will be especially useful to those who are in the early stages of building a financial plan.
Our presenters include several of our HBKS Principals:
Brittany Taylor, CFP®, Matthew Costigan, CFP®, CPA/PFS, and David Darwish, CFP®.
They cover the building blocks of a comprehensive financial strategy, including:
• Personal Financial Management
• Retirement Planning
• Life Insurance and Protection Planning
Download the presentation materials here.
