Walkner Condon Financial Advisors

JUNE 27, 2023

Review the documentation to understand what you might owe back to the employer. Health insurance. Your former employer may have been the source of procuring your health insurance (and dental, vision, etc.). Retirement plans. You may be in a situation where some of the aforementioned items may be negotiable.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Walkner Condon Financial Advisors

JUNE 27, 2023

Review the documentation to understand what you might owe back to the employer. Health insurance. Your former employer may have been the source of procuring your health insurance (and dental, vision, etc.). Retirement plans. You may be in a situation where some of the aforementioned items may be negotiable.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

International College of Financial Planning

SEPTEMBER 3, 2021

The Certified Financial Planner (CFP) is the only professional who has to be qualified through a set of exams and also has to complete a long-term internship with at least 2 years of experience in the field. The CFP designation is highly respected around the world and financial planners with this designation are preferred by most investors.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52