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From the Pros- Financial Planning Month

October 29, 2024 | Weekly Commentary

We hope our tips throughout October have inspired you to take charge of your financial goals. We’ve shared valuable insights and tips from our team of expert financial advisors. If you missed any part of our series, don’t worry! You can still watch all 4 of our informative financial planning videos right here.

Click below to watch and take the next step in securing your financial future!

  1. Financial Planning- Part One with CIO William Henderson and Timothy Roof, CFP® -Watch Now
  2. Financial Planning- Part Two with CIO William Henderson and Timothy Roof, CFP® -Watch Now
  3. Financial Planning- Part Three with CIO William Henderson and Laurie Siebert, CPA, CFP®, AEP® -Watch Now
  4. Financial Planning- Part Four with CIO William Henderson and Laurie Siebert, CPA, CFP®, AEP® -Watch Now  

Remember, no matter how small, every step you take gets you closer to the future you envision.