Hosted by: Aaron Nelson, an advisor with Emerant Wealth, and Kelly Clary, an advisor with Warren Averett Asset Management.
Join us as we discuss some of the more important pieces of financial planning.
1.) Retirement Planning
2.) Investment Planning
3.) Estate Planning
4.) Risk Management
5.) Education Planning
6.) Debt Management
7.) Social Security Planning
Past performance may not be indicative of future results. You should not assume that any information provided serves as the receipt of, or as a substitute for, personalized investment advice from Emerant Wealth. This video reflects information available at the time it was recorded and should be used as a reference only. Talk to your Emerant Wealth advisor, or a professional advisor of your choosing, for the most current information or for guidance specific to your situation.
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