Host Bob Leins welcomes Joe Sullender, CFP®, Managing Director/Investments for the Financial Strategies Group of Wells Fargo Advisors to talk about making the most out of meeting with your financial advisor.

How to prepare for a meeting with your financial advisor

Host Bob Leins and presenters from NITP, Inc., the national leader in Federal retirement planning seminars, present topics of interest to the Federal community including Federal benefits, Social Security, financial planning, TSP and estate planning.

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How to prepare for a meeting with your financial advisor

How to prepare for a meeting with your financial advisor