Free Lunch/Coffee with a Fiduciary Financial Advisor - Ask me anything

Free Lunch/Coffee/Zoom with Doug Mongiardo, Financial Advisor and Partner at Steelview Wealth Management.

Location of your preference. Zoom link will be sent via email.

About Doug:

Advisor Website: Steelview Wealth Management

Advisor Credentials: LinkedIn

Personal finances can be complicated and confusing. In a world where AI generated answers are wrong just as often as their right, taking the time to consult an expert can save you from potentially costly mistakes. In this session, you'll be able to ask Doug his opinion on any matter related to your personal finances. Some examples include, but are not limited to:

-How, where, and in which account types should your money be invested

-How to to plan for retirement

-How to best optimize your investments to reduce taxes

-How to manage receiving an inheritance

-How, and if, you should rollover a 401(k)

-How to manage finances after a divorce

-How to properly protect you and your family with insurance

-How to manage the added complexities of being self-employed

Know what’s Happening Next — before everyone else does.

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Host or Publisher Doug Mongiardo