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Instilling smart financial habits as a teenager or young adult can help pave the way for future financial success. If you have children or grandchildren, this previously recorded workshop presented by Jeremy Dvorak, CFP®, CASL® and Deb Kelly, CFP®, ChFEBC℠ is a must-see. It covers all the essential financial literacy topics to get started in life, including:
- the importance of budgeting
- establishing routine saving habits
- proper use of credit, and much more
Market Outlook Discussion with PFG Advisors and Guest, Steven Chiavarone, CFA®
From the recovery and the stimulus to bitcoin and ESG investing, we covered the most pressing questions that we’re receiving from our clients. I think you’ll find our guest speaker not only extremely engaging and informative, but he has a talent for explaining and simplifying complex concepts. Although it’s well worth watching the hour and 21-minute video in its entirety, we’ve broken down the webinar by question/topic area.
Don’t you want to help maximize what you get back?
Given the thousands of complex rules and hundreds of claiming options, creating a plan of action for Social Security can be an overwhelming prospect. One Social Security misstep could potentially leave you missing out on hundreds of thousands of dollars over a lifetime. Fortunately, you don’t have to do it alone.
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