A talk by Taylor Schulte
Founder & CFP,
Define Financial
Topics covered by this talk
Taylor is giving away the following
Free Financial Plan Checkup 2019 (or 2018) Tax Return Analysis Detailed PDF report summarizing your current tax situation (in plain English) + a list of action items to consider implementing to help lower your future tax bill. Investment Portfolio Analysis Detailed PDF report summarizing your current investments, including the hidden costs and unknown risks most people aren’t aware of. 30-Min Consult w/ CFP® Review your tax return and portfolio analysis with a CFP® Professional and ask your most pressing questions.
To be in with a chance to win this, simply register for their talk by clicking the button at the top of this page.
About this talk
There is never a good time to lose money.
But the way you react during tough times is super important.
If you handle this correctly, you have the opportunity to set yourself up for true long term wealth.
Tune into this session to:
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Learn how to avoid the common mistakes that people make in economic downturns
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Find out what you need to do to not only survive a financial crisis, but come out ahead of everyone else
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Ask a financial expert all of YOUR questions about what to do and how to respond to recent events
If you're wondering, "what's the right thing to do with my money right now?" then you need to tune in for this session.
Taylor Schulte
Taylor is a CERTIFIED FINANCIAL PLANNER™ Professional and was named one of the “Top 100 Most Influential Advisors” by Investopedia in 2018 and 2019.
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