September is finance month on LLC! We are so pleased to welcome Chris Stokes, CFP®, AAMS® as our special guest! Chris works with privately held business owners and families to provide customized financial plans and investment strategies tailored to specific goals. His background ranges from retirement planning and estate planning to education and charitable giving. Chris is going to cover a lot of ground with Nicole Glenn and Nathalie Mathis including: basic financial planning, retirement plans, finding the right financial advisor, common investing mistakes, and most importantly ASKING THE RIGHT QUESTIONS!
