Free Financial Topics in Milwaukee
It’s as easy as 1, 2, 3: Browse for a financial topic, Click the orange request button, Fill out the contact form.
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In this presentation I will explain the succession planning process. I will help attendees understand what succession planning is and what it is not. MORE >Understand that there is no “magic” bullet or “one size fits all” plan. Succession planning is a puzzle where several pieces fit together. I will help you navigate through all these pieces and help you see the big picture.
Estate Planning means different things to different people. Understanding the components of a good plan–will help you build a great plan.
Let me help you build a great plan today!
For those who have it, student debt is a major headache. However, there are ways that individuals can effectively pay down their student loans. Unfortunately, the rules are so complex that it can be hard to choose the right strategy for paying down your loans. MORE >In this presentation, I'll break down the differences between federal and private student debt, and how to tell which type you have. I will also help attendees understand the different repayment plans that exist for paying down federal student loans, how to decide between them, along with tips and tricks that can be used to pay down your student loans.