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Financial Planning Tips to End the Year and Start the New Year Off Right

Released on Wednesday, December 1, 2021RETIREMENT
In this timely presentation, Susan Mallin, CFP and associate portfolio manager at Watt Carmichael, debunks financial planning rules of thumb, and outlines common sense strategies that will benefit your investment portfolio for retirement. This presentation will also highlight valuable (often overlooked) year-end financial planning tips that will motivate and provide you with useful tools that can be used today to prepare for 2022.

Susan Mallin
Watt Carmichael, Financial Planner and Associate Portfolio Manager

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