This course is worth 1 hour of ELECTIVE CE!

Building a successful long-term financial plan requires a holistic approach, and the start of a new year is a good time to make sure everything is working together.

We’ll discuss ways to support your financial success in 2023 from strategically titling your accounts to optimizing your charitable giving. We’ll also cover how to digitize your important records and update your beneficiaries. It’s sure to be an engaging and informational event.

Instructor: Anthony Garcia of Raymond James and Associates