Sponsor: Western USA – Region 6
Speaker: Kyle Cunningham WMCP®, RICP® Wealth Management Advisor

Meeting Date: 11 Jan 2023
Time: 11AM Pacific
Cost:
Reservations: IEEE

Summary:
In the first webinar of this series, Kyle Cunningham will discuss the fundamentals of creating a financial plan and investment strategy based on the concepts of goal setting, risk and reward, diversification, discipline, and momentum.

Bio:Kyle Cunningham, a Wealth Management Advisor with Northwestern Mutual Wealth Management Company, specializes in personal wealth management and retirement income planning. Kyle has been in practice for fourteen years and he helps clients build and protect wealth using tax-advantaged investment and financial planning strategies.