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(1 day class)
The question often comes up: "If Chuck is a Millionaire, why would he need a Financial Planner?" The answer is, "Financial Planning is why Chuck is a Millionaire." No matter what your goal is, if you fail to plan, then your plan will fail! Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While the financial media often provides helpful information, it cannot take the place of an experienced financial adviser who is familiar with your particular situation and can offer personalized advice.
Carmine Corino, a CERTIFIED FINANCIAL PLANNER™ professional and founder of Cornerstone Planning Group, provides Applied Education students with a cutting-edge perspective on choosing the right products and services that can help individuals and business owners navigate through this difficult economic climate.
Learn more about:
- Wealth Preservation/Estate Planning
- Business Succession Strategies
- Retirement Planning
- Education Funding
- Portfolio Management
- Charitable Gifting
- Risk Management
Whether you are worried about preserving your massive wealth or just trying to get out of debt, your Financial Planner will approach everyone in the room from a different angle, your financial planner will and help lay the foundation to help you take your personal finances to the next level.
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