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Get Started Investing with Guided Wealth Portfolios

February 16, 2021 @ 6:30 pm - 7:30 pm

gwp

Did you know delaying investing for retirement can mean leaving hundreds of thousands of dollars behind?

Those who start investing earlier in life—even in their early 20s—have a better chance of pursuing a comfortable retirement.

To learn more about how to invest earlier and prepare for your future, attend an upcoming webinar/seminar:
Investing for Your Future Today with Guided Wealth Portfolios
February 16
10:30am and 6:30pm

Register Now!

In this webinar/seminar, Scott Nelson, an experienced financial advisor will discuss:
• The difference just a few years investing for retirement can make on your future lifestyle
• The history of the stock market and handling market volatility
• How you can start investing for your future today with our online investment tool, Guided Wealth Portfolios

Our mission is to help prepare our clients so they can have the future they envision. We invite you to attend this webinar to learn more about how we can help you attain your future.

During this presentation, investment products like stocks, bonds, mutual funds and Exchange Traded Funds will be discussed, which have various risks including loss of principal and may not be suitable for every investor
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies.

Details

Date:
February 16, 2021
Time:
6:30 pm - 7:30 pm
Website:
https://go.oncehub.com/ScottNelsonWebinar

Organizer

Scott Nelson
Phone
(860) 680-1708
Email
scott.nelson@lpl.com

Investment Review

$500 - Available to DIY and DIWM subscribers (included with DIFM package)

An in-depth review of your current portfolio of investments, based on my proprietary Thrive Method, a program I’ve developed over decades of experience. You’ll receive a custom-generated list of suggestions, actions, and strategies to help maximize your investment and asset allocation. The review features a calculated risk analysis, current cost analysis, and investment performance analysis.

CFP Review

$750 - Available to DIY subscribers (included in other packages)

A one-page financial plan that not only contains information about your current situation but also provides insights to help guide future-focused strategies and decisions. Imagine taking tens if not hundreds of pages of financial data and distilling it into an actionable doctrine - this is the Thrive Certified Financial Planner Review.

Single Issue Plan

$250 Each - Available to DIY subscribers (included in other packages)

We create a customized, concise, and easily accessible plan to address a specific issue you’re concerned with and outline how to approach it. Some examples include college planning, pension options, retirement readiness, early retirement healthcare, social security, and many more!