When you are building wealth, managing your financial life is about more than just managing cash flows. On a recent webinar with the RVP team, Nancy Doyle, CFA, outlined the various areas of our financial lives—from budgeting and workplace retirement plans to building credit and compound interest—and explained how to fit all those pieces together to build a solid financial future.
This webinar was an educational event designed for the children and grandchildren of RVP clients. If you have any questions about the material covered or would like to discuss your personalized wealth management strategy, please don’t hesitate to reach out to the team at Relative Value Partners.
Information contained in this video is obtained from a variety of sources which are believed though not guaranteed to be accurate. Past performance does not indicate future performance. This video does not represent a specific investment recommendation.
No client or prospective client should assume that the above information serves as the receipt of, or a substitute for, personalized individual advice from Relative Value Partners, LLC which can only be provided through a formal advisory relationship. Clients of the firm who have specific questions should contact their Relative Value Partners counselor. All other inquiries, including a potential advisory relationship with Relative Value Partners, can be directed here.