The planning team hosted another great Town Hall session on October 2nd. October is such an exciting time of year. The nights grow longer, the air feels crisper, and kids young and old can’t stop thinking about their Halloween costumes. As if that’s not enough to get your heart racing, it’s also Financial Planning Month. Mel Brandon kicks off this Town Hall with a dive into the many elements of planning we tackle for our clients to help reduce their stress on this subject.
Will Meneses is up next with an overview of our planning process. When we meet with new people who are considering Aul Financial Group, we start with a review. That review allows us to assess your needs and where your current plan is taking you. From there, we can develop suggestions for any areas that may help you reach your goals or shore up weaknesses in your planning. Will takes us through the steps involved and the many factors we consider when conducting a review.
Steve Aul wraps up our session with an overview of the Market and our current financial conditions. The headwinds we face constantly change, and having a team on your side is important to help navigate these changes. Steve also shared the various events we have coming up this month. We are most excited about the Social Security and Medicare presentation on October 23rd. It is an open event, meaning non-clients are welcome to attend. If you know someone who would benefit from this subject, please forward the information to them.
Click Here to watch the October 2nd Recording on YouTube
If you have questions or topics you would like the see the team cover on the next Town Hall, please email info@aulfg.com.
Previous Town Halls and more can be viewed on our YouTube channel. Remember to subscribe to our channel to be notified when a new video has been added.