When it comes to your financial health and estate planning, do you have someone in your life that you would consider a trusted contact? What is a trusted contact, and why is such a person good to have? In this Podcast, we explore FINRA rules 4512 and 2165, who would be considered a trusted contact, and steps that you can take to make sure that you’re protected.
3061 E. La Palma Ave. Anaheim, CA 92806 | Office: (714) 572-2050
Advisory and financial planning services offered through Chatterton & Associates - The Wealth Management Team, Inc., a registered investment adviser. The Investment Advisor Representatives of Chatterton & Associates also offer securities through Royal Alliance Associates, Inc., member FINRA/SIPC. Planning You Can Trust is a marketing and communications name for financial, tax and estate planning services offered through Chatterton & Associates - The Wealth Management Team, Inc., Grandfield Tax & Business Services, Inc. and The Law Office of James F. Roberts respectively. Listed entities are not affiliated with Royal Alliance Associates, Inc.
Ep. 10 - Law Changes in 2020
Ep. 9 - Planning for Special Needs and Disabilities
Ep. 8 - How to protect yourself in Market Volatility
Ep. 7 - Supercharge Your Body & Mind: Sugar, Inflammation, and Ketosis
Ep. 6 - Staying Focused Through Change Seminar Recap
Ep. 5 - Welcome to 2019: Financial Crisis 10 Years Later
Ep. 4 - Why We Do Tax Projections at PYCT
Ep. 3 - Are We Heading Toward A Bear Market?
Ep. 2 - Quarter 1, 2018 Economic Update with Eric Oh, ChFC®, CFP®
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