December 2016 Coaching Call

12/06/16 • 17 min

This is the year end coaching call for 2016. Frank Congilose and David Suckey from the Institute of Responsible Wealth discuss some year end planning strategies as well as some strategies for the beginning of the new year.

To learn more about C&A Financial Group or to consider a fulfilling career with us, visit us online at www.ca-strategy.com for more information.
Follow us online on Facebook, LinkedIn and YouTube

To learn more about C&A Financial Group or to consider a fulfilling career with us, visit us online at www.ca-strategy.com for more information.
Follow us online on Facebook, LinkedIn and YouTube

Previous Episode

September 2016 Coaching Call

September is life insurance awareness month. This month David Suckey, C&A Financial Group joins Frank Congilose to discuss the purpose, amount, and types of life insurance.

To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information.
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March 2017 Coaching Call

This month Frank and Dave talk about planned obsolescence, wealth eroding factors in life that can impact our finances. They discuss some strategies to make sure our assets, income, and legacy are protected. 2019-76070

To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information.
Follow us online on Facebook, LinkedIn and YouTube