2021 Last Change Financial Planning 55 Questions You Need to Answer Before December 31st
2022 is right around the corner—is your financial health where it needs to be? In this free webinar, we’re sharing 8 critical areas that you need to review to shape up your personal finances for a great year-end!
Don’t end this year without reviewing your financial health in these 8 critical areas!
The last two years may have brought some unexpected changes to your financial life. Maybe some of you have decided to retire early, lost a job, or even sold your home within this last year. Even if you have not made any major life changes, it’s important to review your entire financial picture. This webinar will go in-depth and address eight different areas in your financial life that you should be considered as the year wraps up.
Black Diamond Financial Services is a private wealth management company that provides comprehensive financial planning and investment advice. Our personalized approach to wealth management includes customized solutions for all of our clients, including the business owner. We provide assistance with succession planning, employee retirement plans, as well as 401(k) rollovers and life insurance planning. Black Diamond Financial Services has been helping generations of investors grow, protect, and manage their wealth since 2010.
Registered Representatives with securities offered through The Leaders Group FINRA/SIPC. Investment advice offered through BDFS Capital LLC, a Registered Investment Advisor. M.S. Howells & Co. and BDFS Capital, LLC are not affiliated. The registered representatives with Black Diamond Financial Solutions may only discuss securities or transact business with persons who are residents of DE, FL, MD, MI, NJ, PA . No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.