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AFSPA Talks Financial Planning and Wealth Management

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Manage episode 341574320 series 2919336
内容由AFSPA提供。所有播客内容(包括剧集、图形和播客描述)均由 AFSPA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

This week AFSPA Talks Financial Planning and Wealth Management with Greg Klingler, COO and VP, Wealth Management at GEBA. Greg holds a number of designations and licenses, including Certified Financial Planner, Certified Plan Fiduciary Advisor, and the Chartered Federal Benefits Consultant Designation. You can learn more at www.gebawealth.com

Disclaimer:
Securities offered by Cape Securities Inc, Member FINRA, SIPC.
Managed money offered through Cape Securities Advisory.
Past returns do not guarantee future results. The views expressed within this podcast should not be considered a personalized recommendation. If you desire specific recommendations, please contact a financial advisor who will consider your financials, risk tolerance and investment time horizon prior to advising on potential solutions.

  continue reading

章节

1. AFSPA Talks Financial Planning and Wealth Management (00:00:00)

2. What is GEBA? (00:03:52)

3. Services Offered (00:05:44)

4. Why GEBA (00:10:23)

5. Advice for New Members (00:12:41)

6. Benefits (00:24:00)

80集单集

Artwork
icon分享
 
Manage episode 341574320 series 2919336
内容由AFSPA提供。所有播客内容(包括剧集、图形和播客描述)均由 AFSPA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

This week AFSPA Talks Financial Planning and Wealth Management with Greg Klingler, COO and VP, Wealth Management at GEBA. Greg holds a number of designations and licenses, including Certified Financial Planner, Certified Plan Fiduciary Advisor, and the Chartered Federal Benefits Consultant Designation. You can learn more at www.gebawealth.com

Disclaimer:
Securities offered by Cape Securities Inc, Member FINRA, SIPC.
Managed money offered through Cape Securities Advisory.
Past returns do not guarantee future results. The views expressed within this podcast should not be considered a personalized recommendation. If you desire specific recommendations, please contact a financial advisor who will consider your financials, risk tolerance and investment time horizon prior to advising on potential solutions.

  continue reading

章节

1. AFSPA Talks Financial Planning and Wealth Management (00:00:00)

2. What is GEBA? (00:03:52)

3. Services Offered (00:05:44)

4. Why GEBA (00:10:23)

5. Advice for New Members (00:12:41)

6. Benefits (00:24:00)

80集单集

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