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July 2018 Update

Independence Planning – July 2018 Video Blog (watch video above)
This is the first in our new video blog series. In this video we will overview what it means to be Financially Independent, review our 6 step financial planning process, and talk about what makes Wagner Financial different from the rest. We hope you enjoy, and we welcome any and all feedback!
Executive Education forum at Wharton School for Business

Steve and Chris attended an executive education forum at the Wharton School at Penn University in Philadelphia. The curriculum was designed and taught by world-class professors including Richard Marston, professor of Finance; Olivia S. Mitchell, PhD professor of Business Economics; and Michael Useem, PhD professor of management. This comprehensive forum focused on how to address the fluctuating demands of the financial services industry, including helping to identify and implement competent wealth management solutions for individuals, families and businesses.

Continuing Education for our support staff

Please join us in congratulating Jessica Hawley in completing the requirements to receive the Financial Paraplanner Qualified Professional™ (FPQP™) designation from the College for Financial Planning.

Now, more than ever, our goal is to continue to grow in knowledge so that we can offer you the best service possible.
Posted in : Financial Planning, Personal Finanance, Video Blog, Wagner Staff, Wealth Management