Course Description:
Life changes quickly, a financial advisor can help set the course for success. We know that thinking about finances can be overwhelming. Having a financial plan can mean the difference between imagining your dream or living it. A financial planning team can help you understand what you have, what it's worth and where you can go. During this webinar, our team will outline how we work with clients to create a financial plan and investment strategies to help organize and grow their wealth.

Learning Objectives:

• Outline current financial planning strategies.
• Review current market trends.
• Identify retirement planning strategies to grow and preserve your wealth.

Presenter:
Brad Kelley, Principal-in-Charge of Financial Services | Eide Bailly
Brad’s leadership of Eide Bailly Financial Services spans over a decade. As Principal-in-Charge of Financial Services, Brad has cultivated a team of investment advisors managing over $1 billion in assets. Brad’s passion is providing skilled guidance to his clients using an integrated approach to holistic wealth planning. He provides specialized solutions for in-depth and sophisticated situations for high-net worth individual and business clients in the areas of financial planning, investment management/advisory services and insurance strategies. When you work with Brad, you can be sure that the best team of professionals is in place to handle your complex needs.

CPE Information
CPE Credit: 1
Field of Study: Finance
Level of Knowledge: Overview
Delivery Method: Group-Internet Based

Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies, please contact Amy DeGeorge.