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Financial Planning Simulation
November 15, 2022 @ 12:00 pm - 1:00 pm PST
These days, a meeting with your financial advisor is more than just a conversation. Your financial planner can create simulations of your financial picture and show you visually how different choices will affect your finances in the future. This webinar includes examples of financial plans, how financial simulation software works, and how an advisor can use the tools available to help you craft a financial plan. Joe Dominick, a wealth advisor with over a decade of experience, presents. If you’ve been wondering how a meeting with a financial advisor might go, this webinar gives a sense of what to learn and create with a professional.