Most savvy investors understand the value of market peaks AND market valleys and how to take advantage of planning strategies during those times. In this informative session, members of Annex Wealth Management’s team walk through a few critical financial planning decisions you can consider amidst market volatility.


Presenters

Deanne Phillips, CFP®, CDFA®, ABFP℠

Tom Parks, AIF®, CRPS®

Webinar: Financial Planning Through 2024 Volatility by Annex Wealth Management