Prepare for What’s Next: What to Know About A Financial Plan

Watch the video to learn about financial plans

Prepare for What's Next: What to Know About A Financial Plan

Things have been changing in ways we never expected these days. You might be wondering: what's my next step? We're here to show you.

In this webinar/webcast, we'll address the most common questions people ask when starting to work with an advisor and getting a personalized financial plan. You'll learn:

  • What is a financial plan and what's included?

  • How our approach is different and what others in the industry often overlook

  • What does working with an advisor feel like and what you can expect?

If you're not currently working with a Northwestern Mutual advisor, Get Matched to start building your financial plan today.

Northwestern Mutual Webinar Expert, David M Clausen.

David M Clausen

Webinar Expert


David is a Wealth Management Advisor with over 20 years of experience in helping clients meet their financial goals. David has successfully completed the Series 6, Series 63, Series 7 and Series 66 exams, and has obtained his CLU®, ChFC® designations and CFP® certification. As a trusted advisor to his client, he feels his highest reward is watching his clients achieve their goals and thriving as they experience financial security.