hosted by: Ann Vaeth, Business Development Specialist
special guest: Steve Kuhlman, Wealth Advisor & Managing Partner
Interested in starting your financial planning journey but never knew how? Have a financial plan, but want to know strategies for updating them if and when life changes? Steve joins us to discuss the basics of financial planning and our process here at Shepherd Financial Partners.
This video is for everyone! Young professionals starting their careers; those with big life milestones in the coming year; those with a financial plan in need of a refresh; people approaching retirement, or anyone that wants to learn more about the process!
As the year comes to an end, consider how you can make changes to or increase your financial knowledge by watching our Coffee Commentaries or our other blog posts. Or call us with questions or to request additional learning resources.
Watch, share with your friends and family, and call us with any questions or to get started today!
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Registration as an investment advisor does not imply any level of skill or training.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Securities offered through LPL Financial, member FINRA/SIPC. Shepherd Financial Partners and LPL Financial are separate entities.
Additional information, including management fees and expenses, is provided on Shepherd Financial Partners, LLC’s Form ADV Part 2, which is available by request.
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