Friday, January 27, 2012

The Wealth Solution Webinar

Are you uncertain how to manage your wealth? Concerned you won’t be prepared for retirement? Do you want to leave a lasting legacy for your heirs? Have you clearly defined your personal and financial goals? 

The Wealth Solution webinar will show you how to:
  • overcome key investment challenges
  • demystify the investment planning process
  • create a total investor profile and select a true wealth manager – or be your own!

Presented by:
Josh Koehnen, MsBA, CFP® 

Hosted by:
William L. Exeter
President and Chief Executive Officer

Sunday, January 01, 2012

Happy New Year!

The Exeter Learning Institute's team of 1031 Exchange Experts and Advisors would like to wish each and everyone of our readers a very Happy, Healthy and Prosperous New Year.