Scroll Top

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

Photo - 7 Summer Financial To-Dos

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.


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.