Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

84. Looking Back To Move Forward with Erik Schei, CFA and CeFT®

GettingThere2-scaled
January 5, 2022/Jill Pullen
  • Esther Szabo and Erik Schei look back at the questions clients wanted the answer to in 2021 and discuss financial planning trends moving into 2022
  • They discuss some of the themes they noticed and the pandemic’s impact on political, investment, and societal events

 | Categories: 

, , ,
Related Posts
  • Navigating towards Retirement:Hope and Strategy for the Gen Xer’s
  • Beware of Complacency Creep
  • Elections & Market Outcomes
  • Celebrating Your Financial Freedoms
Posted in , , ,

Jill Pullen

Leave a Comment