Live Webinar – 7 Summer Financial To-Dos: How many can you get DONE?

Join us on Wednesday July 22, 2020 at Noon for 26 Minutes of great ideas to consider. You will enjoy it!

Register for July 22 at Noon - 7 Summer Financial To-Dos!

"7 Summer Financial To-Dos: How many can you get DONE?"

After registering, you will receive a confirmation email containing information about joining the webinar.

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Webinar Speaker

Mike Kurz, CFP®, CIMA®, CAIA, CPWA®

CEO - Financial Planner @OverShare Advice and Planning, LLC

Mike has spent over 20 years in the world of Wealth Management in counselling Investors and Financial Advisors. His professional experience includes coaching on investment advisory programs, private equity, hedging strategies along with formalized Financial Planning and he often speaks at wealth management events, conferences and workshops.

Mike shares straightforward ideas and simple concepts for you.

Avoid these Six Mistakes – Learn More on July 8th Webinar

Register in advance for this webinar - CLICK HERE 🙂

Join us on Wednesday July 8th to dig in to each of the six mistakes along with ideas to consider for each one.  Avoid struggling to survive by avoiding these six typical mistakes almost everyone makes when it comes to their money and finances.

We will start promptly at 12:00pm and the call will be complete at 12:26pm.

Our CEO, Mike Kurz, CFP®, will be hosting this video call and will be covering each of the topics in the video.

We look forward to you joining us online at 12:00pm on Wednesday July 8th.  This will be a one-way video webinar and your identity will remain confidential from the other attendees.

REGISTRATION LINK:

Register in advance for this webinar - CLICK HERE 🙂

After registering, you will receive a confirmation email containing information about joining the webinar.

Thank you!

OverShare Advice and Planning, LLC

Office 469-777-6559 - info@overshareadvice.com

www.OverShareAdvice.com

  1. https://www.bloomberg.com/news/articles/2019-03-26/almost-half-of-older-americans-have-zero-in-retirement-savings
  2. https://www.gao.gov/products/GAO-19-442R
  3. https://www.fool.com/retirement/2017/07/30/americans-average-social-security-at-age-62-66-and.aspx
  4. https://www.morningstar.com/articles/879494/75-mustknow-statistics-about-longterm-care-2018-ed.html
  5. https://www.barrons.com/articles/why-americans-dont-save-for-retirement-51557061222?mod=hp_INTERESTS_retirement&refsec=retirement
  6. https://www2.deloitte.com/us/en/pages/financial-services/articles/meeting-the-retirement-challenge-deloitte-center-for-financial-services.html
  7. https://www.aarp.org/money/investing/info-2017/half-of-adults-do-not-have-wills.html
This content is developed from sources believed to be providing accurate information. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Join us for a Live Webinar is July 8th, 2020 at 12:00pm Noon - 26 minutes. Your attendance is private and not shared with other attendees.