Learn Basic and Advance Comprehensive Financial Planning Strategies CFP®️'s use
With Felton & Peel Wealth Management being a minority-owned firm, we wanted to figure out a way to celebrate Black History Month. Our solution was to empower and educate you with some of the most widely used strategies that we use to build wealth within the Black community.
Typically, our webinars come at a cost, but this is our gift to you!
This presentation is our proprietary content and is highly sought after by Fortune 100 companies and individuals.
Learning Objectives
This webinar will provide you with both fundamental and advanced strategies in the world of comprehensive financial planning. I will be addressing 2-3 must-know strategies within the six core areas of financial planning. Those areas are Fundamental Planning, Investment Planning, Retirement Planning, Insurance Planning, Tax Planning, and Estate Planning.
By attending this seminar, you will obtain the tools to make your finances holistically sound.
FAQ
How long is the presentation? The presentation is 60 - 75 minutes in length, and the remaining 15-30 minutes is designated for questions. In total, the presentation is 90 minutes.
When will I receive my Zoom meeting information? As soon as you register, you will receive your Zoom credentials.
Will there be a replay? No, this will be a live event only.
Malik S. Lee, CFP®, CAP®, APMA®, is a financial expert with nearly two decades of experience and is the Managing Principal and Founder of Felton & Peel Wealth Management. A full-service, comprehensive wealth management firm servicing clients nationwide with offices in both Atlanta and New York.
Malik graduated with a degree in Finance from Morehouse College, and a Certificate in Financial Planning from Oglethorpe University. In addition, Malik is a CERTIFIED FINANCIAL PLANNER™, Chartered Advisor in Philanthropy®, and an Accredited Portfolio Management Advisor℠.
Malik is a thought leader within the wealth management industry and often lends his expertise. He is a Subject Matter Expert, CFP® Exam Question Writer, and Chair of the Council of Examinations for the CFP Board, Chairman of the Financial Planning Association of Georgia, Founding Member of Morehouse College’s Planned Giving Council, and Member of The Association of African American Financial Advisors (AAAA).
Malik is a monthly contributor for Business Insider, Better Investing Magazine, and Kiplinger. One can often find his comments featured in The Wall Street Journal, CNBC, Yahoo! Finance, CNN Money, Reuters, MarketWatch, NerdWallet, Motley Fool, and countless others.