This powerful seminar is presented nationwide to Kaiser Doctors, Professional Investors and affiliate CPA Firms. Now LIVE Online!
Topic: What Should Total Care Asset Look Like?
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:
This Is A Live Webinar. Bring Your Questions.
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.