To help the experienced or the beginner understand the financial planning process.
For any individual or family who wants to get knowledge on how to manage their money and/or develop a plan to achieve their goals and objectives in life, today and for the future.
The group will meet and be facilitated by a recently retired Certified Financial Planner.
The first half of the meeting will be an informational session regarding the topic of the day. The second half of the meeting will be a group discussion of the principles taught during the first half.
Leon Rousso, CFP was president and founder of a successful financial planning and insurance brokerage for almost 40 years. He sold his businesses in January and May of 2019 and retired.
He now wants to share his knowledge with the general public to help them understand from soup to nuts. the entire world of financial planning, in an educational atmosphere where absolutely nothing will be sold, ever. He will help you learn questions to ask, if you are seeking to hire a true financial planner who applies the highest fiduciary standards to his or her practice.
I look forward to seeing you and helping you understand the ins and out of financial planning from a trustworthy and experienced CFP.