Demystifying Financial Planning

The Flatiron Wealth Management Webinar Series

About the Webinar

Do you find financial terms, acronyms and concepts overwhelming?

Do you struggle to find a trusted source to learn more?

Join us for our bi-weekly series: Demystifying Financial Planning. Each session will last about 20 minutes, and we are aiming to bring more sense to a topic which often seems purposely confusing.

Featured Speakers

Jeff Carter
Lead Advisor
Mun Chau
Director of Operations
Michael Masotti
Lead Advisor

Stream Past Webinars

All our content is available to stream on-demand on our YouTube channel.
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We are looking forward to meeting with you and seeing how we can make a positive difference in your life by helping you secure more. Let’s Connect.

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