Financial Preparedness for Prospective Senior Missionaries
Course Overview
Learn about the complimentary online master class titled, “Financial Preparedness for Prospective Senior Missionaries.” Experience six educational guide posts and nearly 20 online micro videos to elevate your readiness for mission service. In a compelling, engaging and easy to understand cadence, Mark shares a range of essential financial preparedness principles that have helped hundreds of clients across the country thrive.
Course Overview
Course Introduction
Guidepost One: Your Financial Life
Guidepost Two: Goals, Risks & Strategy Mapping
Guidepost Three: Getting Up and Down the Mountain
Guidepost Four: Retirement Income Planning
Guidepost Five: Investment
Management
Guidepost Six: Estate Planning
Conclusion
What People are Saying...
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Disclosure
Investment Advisor with and offering advisory services through Portside Wealth Group, LLC, a SEC registered Advisor. Portside Wealth Group do not provide legal or tax advice.
Portside Wealth Group may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements.
SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability.
Finally, this course is not sponsored or affiliated in any way with The Church of Jesus Christ of latter day, Saints. The views expressed herein and at www.plantoserve.org are the responsibility of myself and do not necessarily represent the position of the Church in any way.
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