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UID:38@realinvestmentadvice.com
DTSTART:20261015T170000Z
DTEND:20261015T180000Z
DTSTAMP:20261002T200654Z
URL:https://realinvestmentadvice.com/resources/events/financial-planning-p
 anel/
SUMMARY:More Than A Portfolio: Financial Planning Panel
DESCRIPTION:\n\nFour CFP® professionals. One conversation about financial 
 planning\, wealth management\, and the decisions that shape your financial
  life.\n\nA financial plan is about more than investments—it’s about u
 nderstanding how the different pieces of your financial life fit together 
 and having a strategy for the decisions ahead. Join us for a live conversa
 tion with four CFP® professionals as they explore what comprehensive fina
 ncial planning and wealth management can look like in practice. We’ll di
 scuss what goes into a meaningful financial plan\, how planning can connec
 t your finances with your goals and priorities\, and the role of ongoing g
 uidance as your circumstances evolve. You’ll also have the opportunity t
 o ask questions during a live Q&amp\;A and learn what to look for when cho
 osing a financial planning relationship.\n\n
ATTACH;FMTTYPE=image/jpeg:https://realinvestmentadvice.com/wp-content/uplo
 ads/2026/10/1280_x_720_DLS_2026_10_15.png
LOCATION:https://streamyard.com/watch/tCqfFT6bMEBn
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