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Wealth Management - Community द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Wealth Management - Community या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal
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4/4/24 Steps of Becoming A Financial Advisor + Is There More to “The Wizard of Oz” Than Just a Children’s Story?

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Wealth Management - Community द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Wealth Management - Community या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal

The Moneywise Radio Show and Podcast

Thursday, April 4th

BE MONEYWISE.

Moneywise Wealth Management I "The Moneywise Guys" podcast

call: 661-847-1000

text in anytime: 661-396-1000

website: www.MoneywiseGuys.com

facebook: Moneywise_Wealth_Management

instagram: MoneywiseWealthManagement

Guest: Michael George, Executive Vice President/Marketing for Safe One Credit Union

website: www.safe1.org/

Upcoming Free Estate Planning Workshop:

When many people hear the words “estate planning,” they immediately think of a wealthy individual or family living in a mansion with millions of dollars in a bank account. The fact of the matter, however, is you don’t have to be a Rockefeller, Carnegie, Kennedy, Gates or Kardashian to take advantage of such financial vehicles.

Join Justin Leland, Financial Advisor for Moneywise Wealth Management, as he covers the need for careful attention when it comes to managing an estate and conserving your assets. Estate planning fundamentals, challenges, distribution techniques, important documentation and current tax laws will all be covered in this free, informative workshop being held in-person and via live stream on:

Tuesday, April 16th, 6:00 – 7:30 p.m.

Bakersfield Christian High School, 12775 Stockdale Highway

Those interested in attending can RSVP by calling (661) 617-6065 or sending an email to marketing@safe1.org. Please supply the name(s) of attendee(s), a contact phone number, and if you plan on attending in-person or via the live stream.

This free workshop is provided by Moneywise Wealth Management and Safe 1 Credit Union. Hope to see you there!

  continue reading

2300 एपिसोडस

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Manage episode 410738604 series 1369110
Wealth Management - Community द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Wealth Management - Community या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal

The Moneywise Radio Show and Podcast

Thursday, April 4th

BE MONEYWISE.

Moneywise Wealth Management I "The Moneywise Guys" podcast

call: 661-847-1000

text in anytime: 661-396-1000

website: www.MoneywiseGuys.com

facebook: Moneywise_Wealth_Management

instagram: MoneywiseWealthManagement

Guest: Michael George, Executive Vice President/Marketing for Safe One Credit Union

website: www.safe1.org/

Upcoming Free Estate Planning Workshop:

When many people hear the words “estate planning,” they immediately think of a wealthy individual or family living in a mansion with millions of dollars in a bank account. The fact of the matter, however, is you don’t have to be a Rockefeller, Carnegie, Kennedy, Gates or Kardashian to take advantage of such financial vehicles.

Join Justin Leland, Financial Advisor for Moneywise Wealth Management, as he covers the need for careful attention when it comes to managing an estate and conserving your assets. Estate planning fundamentals, challenges, distribution techniques, important documentation and current tax laws will all be covered in this free, informative workshop being held in-person and via live stream on:

Tuesday, April 16th, 6:00 – 7:30 p.m.

Bakersfield Christian High School, 12775 Stockdale Highway

Those interested in attending can RSVP by calling (661) 617-6065 or sending an email to marketing@safe1.org. Please supply the name(s) of attendee(s), a contact phone number, and if you plan on attending in-person or via the live stream.

This free workshop is provided by Moneywise Wealth Management and Safe 1 Credit Union. Hope to see you there!

  continue reading

2300 एपिसोडस

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