Are you looking forward to 2021? Here are some important financial planning checklist dates to keep in mind! Please click the graphics below to check them out.
Please let me know if you would like a PDF copy of these dates and I’m happy to send that to you (and NOT sign you up for a silly email newsletter!). 🙂
– Kaleb Paddock, CFP®
You can learn more about Ten Talents and Kaleb Paddock, a financial advisor based in Parker, Colorado, by clicking here.
Kaleb can be reached at (303) 961-4397 or firstname.lastname@example.org.