Explore financial planning! Join our webinar with experts to understand the role of a Financial Advisor. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for a financial plan, a comprehensive financial plan, and to understand the steps in a financial plan.
What is financial planning? Do you have just a Financial Advisor that manages your investments separate from incorporating into your business, tax, or estate plan? Do you own a business or many real estate properties? Have you had a comprehensive analysis done or created a plan that involves your CPA, Estate Planning attorney and a Certified Financial Planner that is looking at things collectively? You may need additional entities or LLCs, you may need tax mitigation techniques or a cash flow study done on investment properties. Discuss the why, when and importance of developing a Financial Plan. Watch this informative webinar hosted by attorney and author Jim Cunningham and the financial advisors at Ascent Wealth Management about the value of financial planning.
👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer.
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