3D Asset Care

3D Asset Care programs feature a brief review of markets, current events, and a special speaker or topic. Afterward, we do a LIVE Town Hall meeting where we open the floor to questions and discussion.

Part I: Benefits of Financial Planning

Financial Planning helps you determine your short and long-term financial goals and create a balanced plan to help you get there. Our financial planning process aims to create a laboratory of you, so that as life changes we can easily test different scenarios and see how they affect both your short and long-term financial goals.

No matter what your financial situation is, planning can help you to invest in a better future.

Part II: Digital Town Hall Meeting

In part 2 we like to take the time to discuss commonly asked questions and open the floor up to the audience for any additional questions for answer.

Our Featured Speakers: PPA Founders Rick Watson & Mike Clarke

We look forward to seeing you there!