What is Financial Planning
Register Today!
Date: April 24th, 2024
Event Details:
Mr. Isaac Everett would like to personally invite you to team up with him in 2024 and join us for the upcoming workshop at IWM April 24th at 5:30PM
“What is Financial Planning?”
- What does the Financial Planning process look like at IWM?
- Key financial topics advised on through a planning relationship
- What is include in a Financial Planning relationship at IWM the first year and throughout all of Life’s inflection points?
- Assessment if financial planning is suited for you
Join us at our Mill Creek office for an enjoyable evening of education and Fun with Isaac!