About this episode

The episode creatively explores financial tools and strategies through the lens of yearbook superlatives during graduation season.

Graduation season is wrapping up… caps, gowns, and yearbooks full of superlatives like “Most Likely to Succeed” or “Most Popular.” So today, we’re having a little fun. Imagine you’re on the yearbook committee at the School of Financial Planning. Which tools and strategies win each category? Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. CP Welde Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through CP Welde Group are not affiliated with PCA. Information received from this podcast should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or…

People in this episode

Host: Charles Welde

Topics covered

• financial planning
• investment strategies
• graduation
• yearbook superlatives
• financial tools

Keywords

• financial planning
• investment
• superlatives
• graduation
• financial tools
• strategies

Mentioned in this episode

Organizations: Prosperity Capital Advisors, CP Welde Group

Places: Ohio, State of Ohio

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