How do you know you are working with a true financial advisor or just a glorified salesperson? If you could have a CFO to help you with your entire financial picture, how would that look? What technologies are available to keep you “on top of” everything with a dollar sign?
Frederick Hubler, the President and Chief Wealth Strategist with the Creative Capital Wealth Management Group, will host a webinar entitled “The Future of Planning: What High Net-Worth Families Expect in the New Normal” on Wednesday, March 29 from 1:30-2:30 PM.
The workshop will be an honest discussion of what your options are, what you should be expecting from your team, and what technologies are available to always “be in the know” regarding your financial situation and options.
Hubler, also an NFL Players Association Registered Player Financial Advisor, founded CCWMG with the goal of providing exceptional client service and allowing clients access to institutional strategies, programs, and platforms typically reserved for ultra-high net-worth individuals and foundations.
Click here to register for the webinar.
