Hosted by Aaron Nelson and Kelly Clary, advisors with Waverly Advisors.
Session #14: Financial Planning 101
Let’s Talk Financial Planning!
Join us as we discuss some of the more important pieces of financial planning.
1.) Retirement Planning
2.) Investment Planning
3.) Estate Planning
4.) Risk Management
5.) Education Planning
6.) Debt Management
7.) Social Security Planning
You should not assume that any information provided serves as the receipt of, or as a substitute for, personalized investment advice from Waverly Advisors. This video reflects information available at the time it was recorded and should be used as a reference only. Talk to your Waverly Advisors, or a professional advisor of your choosing, for the most current information or for guidance specific to your situation.
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