Broker Check

What's up at The WealthPlan - March 2023

March 24, 2023

Dear first mates, 

 Hope you are all doing well. Be sure to watch the video above. For this month's episode, I discuss: 

 1) My revamped website

2) WealthPlan Risk Management LLC 

3) Q2 tax planning with Holistipaln

4) "Knudge" tool to help clients take action

5) RPost email encryption

6) Ellcard digital birthday cards

7) Flourish Cash