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What's Up At The WealthPlan - December 2022

What's Up At The WealthPlan - December 2022

December 06, 2022
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Dear First Mates,

Hello everyone. I want to wish all of you a Merry Christmas, Happy Chanukah, & a Happy New Year! This is my favorite time of year. 

In this video, I'll discuss the following: -firm accomplishments in 2022 (Panoramx, Right Capital, Alternatives)

-Introducing All Back Office 

-proud of all of you for sticking to the philosophy

-my thoughts on the market (see additional video below)

-my thoughts on crypto 

-Looking for good CPA/accountants in Florida & NY 

-seasonal planning in 2023 (see additional video below)

Wishing you all a prosperous 2023!