Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk, each episode is packed with insightful discussions on money, life, and securing your retirement. Tune in to ”The Retirement Plan Playbook” for advice that turns financial goals into achievements, ensuring you’re well-equipped for a prosperous retirement.
Episodes
Thursday Sep 24, 2020
Thursday Sep 24, 2020
Many people don't realize how crucial it is to have a thoughtful and intentional estate plan in place. This plan addresses how you want your assets passed down, who is able to make decisions for you if you become incapacitated, and much more. Brent, Matthew, and Joshua talk about the basic components of an estate plan and some tips for maintaining the plan once it's established.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
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