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The last 12 pandemic months were chaos for millions of Americans. Here at Heron Wealth, we never took our eye off the ball, advising our clients through this tough time, but also making sure their financial lives for the next 10, 20 even 30 years remained on track.
Most of our clients are familiar with how we use our financial planning tools during client reviews. For those people who are less familiar, we decided to spend 15 minutes of Sunday night's webinar studying our demonstration family - the Millers.
We will take our viewers through the basic screens and show how "from good data comes good decisions."
We will also demonstrate the what-if capabilities as in:
· What if I retire early?
· What if I sell my business?
· What if my children go to an expensive college
Client Planning Dashboard
Lifetime WealthTrack
Future Cash Flows
For the remaining 15 minutes, we are happy to answer questions on the topics of:
· State of the US and world economies
· US stocks market - over or undervalued?
· Possible changes to the US tax code.
· Anything else on the minds of our clients
Please send questions in advance to DavidEdwards@HeronWealth.com. Questions can also be asked during the presentation through the chat function.
Presenter: David Edwards, president of Heron Wealth
Moderator: Buff Parham, president of Parham & Associates
Presentation: 15 minutes
Q&A: 15 minutes
David Edwards is president and founder of Heron Wealth, which provides financial planning NYC, investment advice and estate planning services to individuals and families across the United States and in Europe. David graduated from Hamilton College with a concentration in History and Mathematics, and holds an MBA in General Management from Darden Graduate School of Business at the University of Virginia.
Buff Parham, an honors graduate of Stanford University, spent 35 years in media sales and sales management. During that time, he worked for CBS, ABC, FOX and Univision in Los Angeles, San Francisco, Chicago, Dallas, and New York. He is widely recognized as an outstanding business coach who enjoys solving complex “people” problems.
If you would like to learn more about how we advise our clients, visit HeronWealth.com or schedule a call with me.