Speaker.Kevin Sandieson

Kevin Sandieson

Fortress Planning Group

Fortress Planning Group is an independent, fee-only, registered investment advisory firm who is dedicated to coaching clients toward a holistic view of wealth and family stewardship.


Financial Planning 101

What is comprehensive financial planning and why do I need it? In this class, eight (8) key areas of financial planning will be reviewed and discussed. Attendees will leave the class knowing which areas they may want to consider addressing for their own personal situation. The key areas covered include: Investment Management, Retirement Planning, Estate Planning, Insurance Planning, Cash Flow Management, Income Tax Planning, Education Planning and Employee Benefits Analysis.

AVAILABLE: Madison, WI or as Webinar

Speaker.Kevin Sandieson March 17, 2020