In a world of economic uncertainty, political noise, and financial pressure - it’s easy to feel overwhelmed. This webinar is designed to help you cut through the chaos and focus on what you can control.
Join us for a straightforward conversation about:
- Smart financial moves to consider right now
- How we'll build you a One-of-a-Kind Financial Plan
- What rising costs, market shifts, and new legislation actually mean for your plan
- Key Planning Moves to stay ahead of the Uncertainty
Whether you're planning for retirement, adjusting to life changes, or just trying to stay on track, this session will help you feel more grounded and prepared.
Come for the strategy. Stay for the calm.
S. Michael Milligan
CFP®, AIF®, AIC
I got into this business at the age of 11 years old, sitting around the dining room table with my grandmother. She asked me to help count her money at the end of a long workday. She didn’t have a bank account so we stored her money in used coffee cans; I became her CFO at that young age.
She pushed me to be an entrepreneur and to help people. So, essentially my first client was my grandmother who sold collard sandwiches for a living. My investment philosophy really hasn’t changed. Count every penny, count every nickel, count every dime, count every quarter. And when you add them up at the end of each day, put a purpose to them.