For Your Benefit

For Your Benefit

Don’t Let Your Investments Go On Vacation

Host Bob Leins, CPA® welcomes Justin Dean, CFP®.

July 11, 2023 11:25 am

< a min read

July 17, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Justin Dean, CFP®.

Justin will share tips to help ensure your investments are working consistently hard for you even when you are away on summer travel.

Know your destination
Avoid distractions and accidents
Check your progress

Send in a question: Email us in advance at ForYourBenefit@nitpinc.com

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