Preparing for your financial future
Join us from anywhere online using this Zoom meeting room and the meeting ID 929 117 6191 to enter.
This speaker is presented by your financial wellness app Enrich, as part of our annual speaker series on retirement planning.
This presentation offers an overview of the planning stages needed so you're well-prepared for budgeting, continued planning and risk management.
Speaker: Brent M. Carman
Brent is a Managing Partner and Wealth Advisor for Capital Wealth Alliance. He began his career in the financial industry in 2004. With over 16 years of experience, Brent focuses on helping his clients with managing portfolio risk while developing custom strategies for each client's goals. Previously having worked for Raymond James, Wells Fargo's Wealth Management Group and JP Morgan Chase Investment Services, Brent understands the importance of building strong and long-lasting client relationships.
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