Is Now the Time to Pivot? Session 2

Statistics:

Every day, 10,000 individuals turn 65 – for another 10 years

Are you working with an Advisor or a security salesman?

Do you want to base your investments on a 1-800 call center / receive “suitable” recommendation from a stockbroker or receive

Professional “in the client’s best interest” counsel and advice – then working with an RIA is your only choice

Take advantage of THE BUNDLE

To a prosperous and happy 2021!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan – done: THE BUNDLE

Host:
Sean G. Todd, Tax Attorney / CPA Certified Financial Planner™ practitioner
Sundays 9-10:00 am

Candid Tax, Legal, Financial Strategies from a uniquely qualified professional: SEAN G. TODD, Esq., M. Tax, CPA, CFP®.

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