PPA Introduction: What Should Total Asset Care Look Like?

LIVE WEBINAR

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.

Register And Receive
Your Free Guide:
THRIVING IN A FINANCIAL STORM
  • This field is for validation purposes and should be left unchanged.

Featured Speaker

Rick Watson

Rick Watson CLU, ChFC, CFP Founder, President, CEO Protection Point Advisors

Check the background of this investment professional on FINRA’s BrokerCheck

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.