Are you taking advantage of all the services John Stokes Financial has to offer?
Whether you are already a client or interested in becoming one, join John Stokes (CEO) and Brandon Morenz (Financial Advisor & Director of Financial Strategies) as they discuss and explore options on how to better engage with your financial advisor and fully utilize our services.
We will be reviewing tools and conversation starters such as:
- Making sure your investment portfolio align with your goals
- Tracking your progress for retirement using our Financial Compass Client Portal
- Reviewing Company Benefits when starting a new job or annual open enrollment
- Education Planning for your children or yourself
- Strategies around Tax Management
- Strategic Partnerships for Estate Planning, New Student Loans (or refinancing existing ones), getting a mortgage/refinancing
- And More!
Date and Time
Wed, Jun 30, 2021
2:00p - 2:30p PST