7 Steps to a Successful Financial Plan

Fort Pitt Capital Group in Webinar 13 May, 2021

What’s your plan? David Zabela, Financial Advisor with Fort Pitt Capital Group, hosts the webinar, “7 Steps to a Successful Financial Plan” with Financial Planning Specialist, Demetrius Kokales. They share the 7 important steps needed for a holistic financial plan that can set you up to achieve your goals. David also covers how these steps may differ during various life phases from wealth accumulation to approaching retirement, and then during retirement.

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