PPA Introduction: What Should Total Asset Care Look Like?


This powerful seminar is presented nationwide to Kaiser Doctors, Professional Investors and affiliate CPA Firms. Now LIVE Online!

Tuesday Dec 15, 2020 12:30 PM PST

Topic: What Should Total Care Asset Look Like?

Time: 12:30 pm PST/ 3:30 pm EST

Join Co-founder of Protection Point Advisors, Rick Watson CLU, ChFC, CFP for this LIVE Workshop.  Learn how to see your finances in a better way, through a total financial solution. We help educate and encourage you so you can make better decisions.

Special Topic: What Should Total Asset Care Look Like?

Total asset care isn’t just limited to managing investments.  Total Care is about Financial Planning, Risk Management, Estate Planning, Tax Strategies, & Insurance Planning all need to be working together simultaneously.  Learn how we weave all of these components together in a holistic way and our 3D Asset Care.

Topics covered in this LIVE Webinar:

  • Current Market Update
  • Risk Management
  • What Total Asset Care Looks Like
  • A Better Solution Through 3D Asset Care

This Is A Live Webinar. Bring Your Questions.

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Advisory services offered through EWG Elevate, Inc. dba Protection Point Advisors.

This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.