Join West Financial Services’ relationship manager, Laura Nash, CFP®, for an informative discussion on what you need to know about Social Security decisions. We will discuss where Social Security stands today, understanding and maximizing your benefits, and changes for 2024.
Retirement can be the best years of your life, if you take the proper steps now. Evaluate your retirement plans with Brian J. Horan, CPWAⓇ. Brian takes us through the key planning strategies up to and into retirement. This is a recording of a live webinar on September 26, 2023.
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Join Debby Cochran and Steven Sigsbury, Cochran Law Group, for an informative discussion on what you need to know about estate planning. Learn about the critical estate planning documents you will want to have in place to protect you, your assets, your family, avoid probate, and reduce taxes.
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West Financial Services offers you the opportunity to learn about the components of our “Core & Satellite” investment philosophy and dive deeper into the portfolio construction process.Watch Video