Grand Rounds Webinar Series: Year End Financial Planning

Webinar

Description: Nathan Mersereau, CFP®, reviews ways to help your personal finances before the close of 2023.  Areas to be discussed include financial planning, tax tips and investment strategies. 

Earns: this webinar does not offer CME.

Presenter(s):
Nathan Mersereau, CFP®

Duration: 
49 minutes

Release Date: November 8, 2023

Expiration Date: November 30, 2026