Staying Grounded in Complex Times
4 Sessions Available:
Tuesday, September 17th, 11:30 A.M. or 6:00 P.M.
Thursday, September 19th, 11:30 A.M. or 6:00 P.M.
Lunch/Dinner Will Be Provided
The Classroom at Planning You Can Trust
3061 E. La Palma Ave. Anaheim, CA 92806
What we will cover:
How to seek stability in volatile markets
Retirement cashflow analysis and maintenance
How to integrate your investment with year-round tax planning
What is comprehensive financial planning?
Quantifying your risk tolerance and your current investment risks
What to watch for the rest of 2019 and 2020
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.