EPISODE · May 26, 2021 · 24 MIN
The Government as a Client
from Retirement Planning Happy Hour · host Brian Ramsey, Eric Douglas, and Chris Vaughn
Send us Fan MailIn this episode, we take a look at a particularly difficult client to create a financial plan for - the federal government. We walk through the balance sheet, and go through what type of advice we might provide in this admittedly hypothetical, but certainly fun, scenario.Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
What this episode covers
Send us Fan Mail In this episode, we take a look at a particularly difficult client to create a financial plan for - the federal government. We walk through the balance sheet, and go through what type of advice we might provide in this admittedly hypothetical, but certainly fun, scenario. Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew Facebook Instagram
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The Government as a Client
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