6. Spring Financial Planning Meeting Overview
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6. Spring Financial Planning Meeting Overview
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About this listen
With springtime behind us and the 90-degree heat in full effect, Drew and I wanted to release a quick episode running through a high-level overview as to what our springtime meeting updates consist of.
Some of these topics include:
- Client Goals
- Reviewing tax returns for proper tax planning
- Retirement savings rate
- Current net worth statement
- Risk management review
- Estate planning
- The MWM Personal Finance Calendar
We cover all of this and more in today’s episode of Migrate Your Money.
Please enjoy!
Connect with the Migrate Your Money Host’s:
- Connect with Jeremy: https://www.linkedin.com/in/jeremycrocker/
- Connect with Drew: https://www.linkedin.com/in/drewfeutz/
Migration Wealth Management:
- LinkedIn: https://www.linkedin.com/company/migration-wealth-management
- Facebook: https://www.facebook.com/migrationwm
- Instagram: https://www.instagram.com/migrationwm
- Twitter: https://twitter.com/MigrationWealth
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