Long Term Financial Planning with Joseph Clark
Long term financial planning is essential for helping individuals and families reach their financial goals, and can help one plan for retirement, save for college tuition, or have a safety net in case of an emergency. But how many of you actually do it? This is one of the many life skills they left out of the school curriculum! Join me and Joseph Clark, CFP as we discuss key strategies to plan for your future. Joseph has advised thousands on topics including family financial planning, legacy planning, trusts, retirement planning, tax planning and charitable giving.
Some key topics discussed are:
About Joe:
Joseph A. Clark, CFP, is a Certified Financial Planner and has been in the financial services industry for more than 35 years. He is the Managing Partner of The Financial Enhancement Group, LLC, an asset management and financial planning firm based in central Indiana. The firm currently manages more than $650 million serving families in 31 states. Joe is also a former Adjunct Assistant Professor at Purdue University, having taught the Capstone course for the Financial Counseling and Planning program for 7 years. He is a Charter Member of Ed Slott’s Master Elite IRA Advisor Group and has appeared on various national and local media outlets. For the past 20 years, Joe has been the host of a weekly radio program “Consider This Program” and writes a weekly column for The Herald Bulletin. Learn more at https://yourlifeafterwork.com/