Financial planning is an important practice for everyone, planning for retirement and building wealth is at the top of our client’s minds, but it’s especially important if you have kids. Thinking about your children’s futures while they are young can help you create an effective game plan for when they are older. You can’t plan for every little thing, but having a financial strategy will help you prepare for the expected and unexpected. Organizing your finances, preparing for your children’s futures, and investing properly are all important elements of your financial life.
In this webinar, Jenni and Wayne discuss the usefulness of an Index Universal Life Insurance policy vs. an education fund, how taxes work on your investments, and general financial planning tools that are beneficial for everyone.
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