AdvicePay

JUNE 13, 2024

Here are some examples of one-time and ongoing services you can offer clients under the fee-for-service model: One-Time Services Ongoing Services Comprehensive Financial Plan Ongoing Financial Planning Second Opinion Engagement Advising on Held-Away Accounts Student Loan Analysis Tax Planning Portfolio Tax Efficiency Review Estate Planning Housing (..)

Insurance Coverage 87

Insurance Coverage Financial Planning Estate Planning Tax Planning 87

MainStreet Financial Planning

JULY 23, 2024

Recently, I got an invitation for a webinar titled “Incorporating Property & Casualty into The Holistic Financial Plan.” Maybe there would be some nuggets I could share with clients to help navigate the changing insurance landscape so I signed up! The webinar was fantastic! as additional named insured on the policy.

Insurance 98

Insurance Insurance Coverage Medical Education 98

eMoney Advisor

DECEMBER 6, 2022

They can check their homeowner’s insurance coverage before making a claim once the storm has passed. Join me and Sasha Grabenstetter, AFC®, for a webinar on Thursday, December 1 at 2:00 p.m. They can also conduct any important business knowing they have their paperwork in the cloud.

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

MainStreet Financial Planning

MAY 22, 2025

Umbrella & Liability: When its worth itand how much is enough Homeowners Insurance: Key trends and red flags, especially in California. This session goes beyond the basics to help you understand the why behind insurance coverage, so you can make confident choices that truly protect your financial future.

Insurance 75

Insurance Insurance Coverage Financial Planner Financial Planning 75