DF-Direct presents: End of Year Checklist - Full Webinar
Join us in this webinar as Joshua Madden guides you through key financial tasks to wrap up the year effectively. Covering tax planning, investments, and goal-setting strategies, it’s designed to help you start the new year on solid financial footing.
Additionally, Reuben Woods, will speak to the features of our recently launched low-cost, no minimum robo-advisor, DF-Direct.
The webinar will conclude with an interactive Q&A session, and all attendees are welcome to participate.
Find out more and get in touch with us at:
https://www.df-direct.com/
https://www.dunhillfinancial.com/
LinkedIn:
https://www.linkedin.com/company/dunhill-financial-llc
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https://twitter.com/DunhillFin
Facebook:
https://www.facebook.com/AmericanExpatFinances
DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN.
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