Click on the image above to view tips 6-10 of this webinar series.
Free Financial Planning Webinar Series
Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional
Actionable information and guidelines to get/keep your finances on track
Easy to understand explanations with evidence-based supporting materials
Have you ever wondered whether you’re on the right track with your finances? Is the finance industry jargon too difficult to understand and too expensive to access? If you answered yes to either/both of these, this 4-part webinar series is the opportunity you’ve been waiting for. Based on practical experience with real clients, these common-sense tips may empower you to understand what you should be doing while improving your current and future financial status.
Scott McClatchey is a CERTIFIED FINANCIAL PLANNER™, CFP® with WWM Financial in Carlsbad, California. Scott can be reached at 760-692-5190 or scott@wwmfinancial.com.
WWM Financial, an SEC-registered Investment Adviser. Advisory services offered where client advisory agreements are in place and WWM Financial is properly licensed. Past performance may not be indicative of future results. No investor should assume future performance of any specific investment will be profitable. This communication is for informational purposes only and not intended to be investment advice. Please seek professional financial advice before investing.
Click on the image above to watch this episode of The Savvy Women Show
Interview with Carlsbad Realtor™ Marie Hines
Marie specializes in helping seniors with their unique real estate needs. You can reach Marie at 760-458-8722 or marie.hines@exprealty.com.
Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™ and Managing Partner at Savvy Women Wealth Management in Carlsbad California.
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Click on the image above to view this Savvy Minute video.
In today’s Savvy Minute we’ll answer the question. “Can you roll over an old 401(k) to another 401(k)?”
If you like this video and you have questions about an old 401(k) and what your options are please book a financial check up by clicking on the button below.
