))
Adding Value After Retirement – Episode 8
Manage episode 422398430 series 3564091
Inhoud geleverd door Christine Janaske and Bogart Wealth. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Christine Janaske and Bogart Wealth of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Financial Advisor Mike Camara, CFP® from our Woodlands, Texas office, joins James Bogart, CFP®, CHFC® to talk about the value a registered investment advisory firm like Bogart Wealth can provide after clients retire.
Call, log in, or visit to learn how we can help.
703-570-8651
IMPORTANT DISCLOSURE INFORMATION
The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. A copy of Bogart’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://www.bogartwealth.com.
https://bogartwealth.com/important-disclosure-information/
Registration as an investment adviser (RIA) does not imply a certain level of skill or training.
9 afleveringen
Delen
