To continue with our Investor Education video series, we would like to present you with “The Financial Planning Process”: https://www.youtube.com/watch?v=RBdLCW44ve8. It explains the planning process and the positive impact of establishing a plan. If you feel you could benefit from having an updated financial plan, please let us know. We also encourage you to pass this video on to any family, friends, or colleagues who you feel may benefit.
If these videos are of interest to you, we invite you to visit our social media pages, where we will regularly be posting similar videos as well as articles of interest. Please follow the links below: