Webinar: Finance Tips for Women and Their Wealth
June 28, 2023
Watch our latest webinar focused on providing women with the tools they need to confidently manage their wealth.
Nicole Gobel, CPA, CDFA®, Harmony Wagner, CFP® and Samantha Masey, CFP® review:
- Investments
- Tax Planning
- Risk Management Strategies
Watch the presentation below.
Posted in Webinars/Videos