If you’ve never worked with a financial advisor before, you may be curious how the process works. How will you and your advisor visualize your financial data and life dreams and translate that into achievable goals? This webinar addresses financial planning software, individuals’ priorities and dreams, and investment steps to reach those goals. J.R. Gurrieri, an experienced financial advisor, presents. He walks attendees through some of the software financial advisors use, and demonstrate how these programs can help visualize a person’s financial picture and even run simulations on a plan’s odds of success.
Want to Learn More?
You may enjoy these webinars with J.R. Gurrieri:
Using Goals and Passions to Plan for the Future
Cash Flow
