Demystifying
Financial Planning

The Flatiron Wealth Management Webinar Series

About the Webinar

Do you find financial terms, acronyms and concepts overwhelming?

Do you struggle to find a trusted source to learn more?

Join us for our bi-weekly series: Demystifying Financial Planning. Each session will last about 20 minutes, and we are aiming to bring more sense to a topic which often seems purposely confusing.

Featured Speakers

Andrew Sheppard
Associate Portfolio Manager, Quintessence Wealth
Mun Chau
Head of Operations
Christian Montanari
Associate Advisor

Stream Past Webinars

All our content is available to stream on-demand on our YouTube channel.
Subscribe and click for alerts to be notified every time new content is posted.

Sign up for our latest news and updates,
delivered right to your inbox.

Thank you! Your submission has been received!
Thank you! Your submission has been received!

Follow Us on Socials

Connect With Us

We are looking forward to meeting with you and seeing how we can make a positive difference in your life by helping you secure more. Let’s Connect.

Let’s Connect!

Fill out the form below to begin discussing how we can help you.
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Let's Connect!

Click Here to Book an Appointment
with a Flatiron Advisor