Inspired Perspectives | Your Wealth, Your Way: Financial Planning Strategies to Grow Your Wealth

Webinar

Course Description:
Life changes quickly, a financial advisor can help set the course for success. We know that thinking about finances can be overwhelming. Having a financial plan can mean the difference between imagining your dream or living it. A financial planning team can help you understand what you have, what it's worth and where you can go. During this webinar, our team will outline how we work with clients to create a financial plan and investment strategies to help organize and grow their wealth.

Learning Objectives:

  • Outline current financial planning strategies.
  • Review current market trends.
  • Identify retirement planning strategies to grow and preserve your wealth.

Presenter:
Brad Kelley, Principal-in-Charge of Financial Services | Eide Bailly
Brad’s leadership of Eide Bailly Financial Services spans over a decade. As Principal-in-Charge of Financial Services, Brad has cultivated a team of investment advisors managing over $1 billion in assets. Brad’s passion is providing skilled guidance to his clients using an integrated approach to holistic wealth planning. He provides specialized solutions for in-depth and sophisticated situations for high-net worth individual and business clients in the areas of financial planning, investment management/advisory services and insurance strategies. When you work with Brad, you can be sure that the best team of professionals is in place to handle your complex needs.

CPE Information
CPE Credit: 1
Field of Study: Finance
Level of Knowledge: Overview
Delivery Method: Group-Internet Based

Additional Information:
This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Amy DeGeorge.

Inspired Perspectives Webinar Series

Interested in learning more about Growth & Success, Inevitable Changes, The Year Ahead and Exiting Your Business? Join us, for one or all of our information and educational webinars designed to keep our clients, colleagues and friends informed on innovative business and tax strategies.

The tools and resources presented will help businesses and individuals make informed decisions and remain successful and compliant in the competitive marketplace. Click the Webinar Series button to view our upcoming webinars or view past recordings.




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Applicable Services

Take a deeper dive into this Insight’s subject matter.

Wealth Planning Financial Services Tax Consulting