Dave Samuels, a Certified Financial Planner™ and the founder and CIO (Chief Investment Officer) of Corinthian Wealth Management explains financial planning and delves into some very important examples in this series of 6 videos for Celebrating Act 2. This is the fourth in the series — in which Dave breaks down the 3rd of the 5 basic pillars and goes into detail. Thus, we’ve labeled it “Part 3”
We found Dave to be not only knowledgeable and friendly but a good instructor because he had lots of down-to-earth examples of how things work. We think you’ll gain important information and insight by watching all 6 videos. Be sure to start with the first in the series, an overview entitled, “The Value of A Certified Financial Planner: Dave Samuels”. Let us know how this has helped you!
For more on Dave Samuels and Corinthian Wealth Management go to https://www.corinthianwealth.com/
Visit our website www.CelebratingAct2.com
Celebrating Act 2 is the User Manual For The 2nd Half Of Your Life
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