Be our guest at this complimentary educational web event.
- How to seek stability in volatile markets
- Retirement cash flow analysis and maintenance
- How to integrate your investment with year-round tax planning
- What is comprehensive financial planning?
- Quantifying your rick tolerance and your current investment risks
- What to watch for the rest of 2019 and 2020
Guest Speakers Include
Kyle Schneider, CFP®, ChFC®, is a Certified Financial Planner™ who embraces a model of comprehensive financial planning that includes investment management, cash flow distribution strategies, taxes, estate planning, insurance, and wealth accumulation to create a fully unified financial plan that can leave a legacy for future generations.
Eric Oh, CFP®, ChFC®, ChSNC®, is a Certified Financial Planner™ and joined Chatterton & Associates, The Wealth Managemnt Team, Inc. in 2008. He currently holds the Series 7 and 66 licenses, and is also a licensed life insurance agent and a member of the Financial Planning Association (FPA) – Orange County Chapter. Eric believes that a financial advisor’s biggest responsibility is client education; the more we educate, the more productive the relationship becomes.
Cameron Jalbert, ChFC®, is a Financial Planner with Chatterton & Associates, The Wealth Management Team, Inc. Cameron’s focus is to guide his clients through every aspect of their financial life by helping them to create and manage a comprehensive financial plan unique to their individual objectives. Cameron received his Bachelor’s degree in Business Administration with emphases in Finance, Entrepreneurship, and Real Estate, per Cum Laude recognition from Chapman University, with addition of a Minor in Managerial Leadership.
The Classroom at Planning You Can Trust
3061 E. La Palma Ave
Anaheim, CA 92806
Lunch/Dinner will be provided