Las Vegas, United States •
$1,501 - $5,000
About
Help increase financial advisor skills in closing business and helping others plan their lives.
The 10 Biggest Financial Mistakes Consumers Make
Having produced over 1,000 financial plans, and looked at thousands of documents and statements, I've come to develop a list of mistakes and how to avoid them. Plenty of "war stories" on what happened when this mistake was made or failure to do something that caused this mistake to turn into a crisis or disaster.
Basic Financial Planning and Company Specific Opportunities
A two hour presentation that includes information on budgeting, debt management, saving, investments, products, estate planning issues, taxes, real estate and insurance. Also includes how to maximize your company's specific benefits in a customized presentation.
Your perspective matters!
What was it like engaging with Jim?
