Clarity in Chaos: Securing Your Finances and Estate Plan in Uncertain Times

The current climate is stressful, especially when you’re looking a bear market in the face. Fiduciary wealth advisor in Chicago and personal CFO Michael Evans breaks down what’s happened in past crises, the importance of peer-reviewed data, and what you should do in this current market.

But your setup for the future should be more than just investments, a good estate plan is the other half of your security. Yet many do not have these in order. Estate planning attorney Greg Garofalo will discuss why reviewing your estate plan needs to be top of mind, and what your family and clients will experience in its absence.

The replay of this webinar will help you fill the gaps in your financial life.

Life is uncertain. The market is even more precarious. This means building wealth has no shortcuts. Success requires a solid investment approach, a long-term perspective, and discipline to stay the course. Instead of leaving your financial future to chance, you need to have a plan. Cogent Strategic Wealth is here for you.

So, instead of worrying about your future, why not take positive steps to protect it? Set up a Cogent Conversation with us today. We’ll show you how to transform your hard work into durable wealth. 

Don’t manage your financial future all on your own. Schedule your Free 30-Minute Call today!


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