Everybody benefits from good financial advice. A 2019 survey from the National Financial Educators Council estimated that money mistakes cost Americans $1,230, annually, on average. (And those were just the mistakes they were aware of!) Ask yourself: When it comes to financial advice, Do you have an engaged copilot, or do you prefer to coast along on autopilot?
Our team is hosting a webinar to address these approaches on September 30th at 3:30 pm EST, “Co-pilot or Autopilot: Who is Navigating your Financial Plan?”
In this webinar we will cover the pros and cons of each, including:
(1) Social Values Investing with Amanda Vaught - How and whether to incorporate your social values into your investment portfolio;
(2) Growth Stocks with David Vaught - How to incorporate growth stocks while balancing risk;
(3) Making your Money Work for You with Danielle Woods – It’s not about what you have, but how you plan with it; and
(4) Save Now, Owe Later? with Emily Agosto - The potential tax implications of the types of retirement accounts you choose.
Propel Financial Advisors works with individuals and small businesses to take advantage of all benefits available to you.