Broker Check

What's Up At The WealthPlan - August 2023

August 05, 2023

Dear First Mates,

In this month's episode, we discuss:

1) and the 4 Seasosn of Planning Framework
2) The Schwab/TD Merger is occurring soon!
3) Flourish Casah is now paying 4.90%!!!
4) The Warshaw family is moving back to NY in August. WealthPlan HQ will be located in Great Neck on Long Island. I'm looking for office space, so please don't send anything to my current Florida address!