Formalized and Documented Financial Planning
Visit here often to enjoy a variety of video webinar topics just for you. We have fun sharing ideas and concepts to help you with your decisions around finances and your money.
We love sharing with our friends, family and clients. Here our the webinars that we have planned to offer soon. Send us your ideas for new topics to cover to: info@OverShareAdvice.com
Small Business Retirement Plans
Is a Rollover Right for You?
Tax Smart Investing
What amount of risk is right for you?
Join our CEO Mike Kurz, to learn a ton about Exchange-Traded Funds for Portfolios
The Markets Move Quickly - Let Us Help You Get Ready!
Get prepared and be ready for big opportunities!
26 Minutes of great content Financial Planning ideas with a Bonus Mistake #7!