Prestige Wealth Management Group 1Q2021 Webcast
Roy Williams ChFC, John DeAngelo CFP® and Paul Esposito, CFA, CFP® discuss how the following can impact the markets, economy and your portfolio:
- Q1 Recap
- Reopening Trends
- What's up with Bond Yields?
- Less known IRA strategies for your Financial Plan
- Q&A Session
A Wealth Advisor Can Help
Our wealth advisors are ready to help with an obligation free complimentary review of your investments and will design a custom financial plan to fit your goals and objectives. If it's good, we'll tell you. If it's not, we'll provide feedback on things that can help.