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.
David M Clausen
Webinar Expert
CLU®, ChFC®,CFP®
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.