Independent Investment Planning Advice
In 2020, we’ll offering small group studies. Small groups can meet in someone’s home, or office, or at the YMCA. I’ll be working with Financial Advisors who want to lead the small groups and I’m happy to provide the leader’s resources for free. If you’re a Financial Advisor and that sounds interesting to you, connect with me on LinkedIn and when we meet, I’ll give you a free copy of What Matters Most so you can see how it all works.