Is the global economy growing or slowing? What should investors do during these uncertain times? These questions and more are on investors’ minds as we approach November 8.
To provide timely education and insights, we are pleased to announce Jeffrey Kleintop, CFA, Senior Vice President, Chief Global Investment Strategist at Charles Schwab, was our webinar guest speaker on October 6, 2016.
Discover 12 ways to optimize your retirement accounts by minimizing taxes and maximizing it’s value during your lifetime and beyond.
A panel discussion, hosted by Planning Alternatives
Wednesday, November 2: 6:00 PM – 7:30 PM – OR – Thursday, November 3: 10:00 AM – 11:30 AM
Thank you for making the 2016 Client Photo Contest a huge success!
When your values are clear to you, making decisions becomes easier. — ROY DISNEY
Why Planning Alternatives?
Founded in 1982 as an independent advisory firm, Planning Alternatives serves as a fiduciary advisor – looking out for clients’ best interest with skill, care and passion. Our strategies are time-tested, our team is experienced, and wealth management is what we know.
There are no secrets to success. It is the result of preparation, hard work, and learning from failure.— Colin Powell