6. Spring Financial Planning Meeting Overview

With springtime behind us and the 90-degree heat in full effect, Drew and I wanted to release a quick episode running through a high-level overview as to what our springtime meeting updates consist of.

Some of these topics include:

• Client Goals
• Reviewing tax returns for proper tax planning
• Retirement savings rate
• Current net worth statement
• Risk management review
• Estate planning
• The MWM Personal Finance Calendar

We cover all of this and more in today’s episode of Migrate Your Money.

Please enjoy!

Connect with the Migrate Your Money Host’s:

• Connect with Jeremy: https://www.linkedin.com/in/jeremycrocker/
• Connect with Drew: https://www.linkedin.com/in/drewfeutz/

Migration Wealth Management:

• LinkedIn: https://www.linkedin.com/company/migration-wealth-management
• Facebook: https://www.facebook.com/migrationwm
• Instagram: https://www.instagram.com/migrationwm
• Twitter: https://twitter.com/MigrationWealth