Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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continue reading
コンテンツは Wealth Management - Community によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Wealth Management - Community またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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4/4/24 Steps of Becoming A Financial Advisor + Is There More to “The Wizard of Oz” Than Just a Children’s Story?
Manage episode 410738604 series 1369110
コンテンツは Wealth Management - Community によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Wealth Management - Community またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
The Moneywise Radio Show and Podcast
Thursday, April 4th
BE MONEYWISE.
Moneywise Wealth Management I "The Moneywise Guys" podcast
call: 661-847-1000
text in anytime: 661-396-1000
website: www.MoneywiseGuys.com
facebook: Moneywise_Wealth_Management
instagram: MoneywiseWealthManagement
Guest: Michael George, Executive Vice President/Marketing for Safe One Credit Union
website: www.safe1.org/
Upcoming Free Estate Planning Workshop:
When many people hear the words “estate planning,” they immediately think of a wealthy individual or family living in a mansion with millions of dollars in a bank account. The fact of the matter, however, is you don’t have to be a Rockefeller, Carnegie, Kennedy, Gates or Kardashian to take advantage of such financial vehicles.
Join Justin Leland, Financial Advisor for Moneywise Wealth Management, as he covers the need for careful attention when it comes to managing an estate and conserving your assets. Estate planning fundamentals, challenges, distribution techniques, important documentation and current tax laws will all be covered in this free, informative workshop being held in-person and via live stream on:
Tuesday, April 16th, 6:00 – 7:30 p.m.
Bakersfield Christian High School, 12775 Stockdale Highway
Those interested in attending can RSVP by calling (661) 617-6065 or sending an email to marketing@safe1.org. Please supply the name(s) of attendee(s), a contact phone number, and if you plan on attending in-person or via the live stream.
This free workshop is provided by Moneywise Wealth Management and Safe 1 Credit Union. Hope to see you there!
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Manage episode 410738604 series 1369110
コンテンツは Wealth Management - Community によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Wealth Management - Community またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
The Moneywise Radio Show and Podcast
Thursday, April 4th
BE MONEYWISE.
Moneywise Wealth Management I "The Moneywise Guys" podcast
call: 661-847-1000
text in anytime: 661-396-1000
website: www.MoneywiseGuys.com
facebook: Moneywise_Wealth_Management
instagram: MoneywiseWealthManagement
Guest: Michael George, Executive Vice President/Marketing for Safe One Credit Union
website: www.safe1.org/
Upcoming Free Estate Planning Workshop:
When many people hear the words “estate planning,” they immediately think of a wealthy individual or family living in a mansion with millions of dollars in a bank account. The fact of the matter, however, is you don’t have to be a Rockefeller, Carnegie, Kennedy, Gates or Kardashian to take advantage of such financial vehicles.
Join Justin Leland, Financial Advisor for Moneywise Wealth Management, as he covers the need for careful attention when it comes to managing an estate and conserving your assets. Estate planning fundamentals, challenges, distribution techniques, important documentation and current tax laws will all be covered in this free, informative workshop being held in-person and via live stream on:
Tuesday, April 16th, 6:00 – 7:30 p.m.
Bakersfield Christian High School, 12775 Stockdale Highway
Those interested in attending can RSVP by calling (661) 617-6065 or sending an email to marketing@safe1.org. Please supply the name(s) of attendee(s), a contact phone number, and if you plan on attending in-person or via the live stream.
This free workshop is provided by Moneywise Wealth Management and Safe 1 Credit Union. Hope to see you there!
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