Who: Veronica Shaw | Brandon Servino & Justin Cole, Creative Planning
This introductory course is designed to help you build a strong foundation in investing and personal wealth management. We will explore how to make informed decisions that align with your individual financial goals, understand the importance of risk management, and learn how to maximize the tools and resources available through Bullseye/Creative Planning. Whether you are new to investing or looking to strengthen your financial confidence, this course provides the clarity and confidence needed to take the first steps toward building lasting wealth.
