Merriman Webinar Why Everyone Needs a Financial Plan: Possibilities-Based Planning
It can be challenging to articulate your own financial goals. If it involves a wealth accumulation component, it can be hard to anticipate what actually could be possible.
Learn how we help you ask the right questions to uncover what is most important to you, create a vision for your future, and then build a framework to define and work toward your goals—adjusting as the possibilities evolve over time. Discover the possibilities with your own financial plan!
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Webinar Hosted By: Geoff Curran, Wealth Advisor CPA/ABV, CFA®, CFP®
Geoff has always enjoyed talking with people about finance, learning about their investments, financial strategy, and business sense. His interest only deepened with time, and what began as a hobby has now become a life-long passion, with an unparalleled passion for continuing education that makes him an expert in many subjects from traditional taxes and investments to business succession planning and executive compensation negotiations.