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April 30, 2021 Executives, Presentation, Video, Wellness

Trade Secrets – Get the Most Out of Your Financial Advisor

Did you know that your financial advisor can help you beyond retirement and investment decisions? Did you know they can help you assess a job offer to help you negotiate for more benefits or assist you in finding the best insurance rates? Did you know they can help you make sound mortgage decisions or

strategize that all-important rainy day fund? Dianne Nolin, CERTIFIED FINANCIAL PLANNER®, CDFA®, Managing Partner & Private Wealth Advisor at Argent Bridge Advisors joined us to share her industry insights on creative ways you can use a financial advisor in your day-to-day life.
Watch the conversation now!

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