Financial Planning – There’s More To It Than You Know
Join Continuum Consulting Group’s David Teper as he discusses the different layers of financial planning. Find out what areas you’re missing as we move further into 2022 and which areas need more attention.
Being in-transition can, and often does, cause tremendous financial stress. Stress often comes from financial stability – will I be ok until I land my next role? Having a financial plan can help with understanding your financial runway.
This forum will provide insight into the following areas:
- What questions to ask yourself regarding your finances
- How to improve cash now during transition
- Tax planning possibilities
- Basic investment strategies
- And more!
This forum will be presented by David Teper with Continuum Consulting Group.
About David Teper
David Teper is a Partner at Continuum Consulting Group located in Irvine, CA. David specializes in working with both corporate clients and individuals on guiding and supporting their financial goals.
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