We have recently received a lot of questions of what we offer when it comes to financial literacy. We want to meet you where you are on your financial journey. That can mean learning about budgeting, emergency money and even achieving a good credit score. Financial literacy could also include more complex skills like managing debt, buying insurance, investing, and retirement planning. We would be honored to help navigate a lifelong journey of learning about the financial aspects of your life. We currently offer a weekly podcast “Platinum Talks Wealth,” a monthly 4-part virtual series called "Financial Foundations" and a bi-monthly virtual "Coffee Chat." We go into more depth for each below...
Join Emmy® Nominated former journalist Jennifer Rogers Markwell turned President/Wealth Advisor of Platinum Wealth Management as she talks with your neighbors, friends and several famous names about their money memories and how those memories molded their future relationship with finances as an adult. Jennifer and her guests will also be discussing financial infidelities and how we can all learn from them. Join us for this journey on iTunes, Spotify, or on our website Please share and subscribe! https://www.platinumwealth.net/podcast
It's that time again! We want to invite you to our September Financial Foundations virtual class. This four-part series will teach you basic foundational concepts to increase your knowledge. Think of this as Finance 101. As you know, everyone has their own unique story, especially when it comes to their finances. Regardless of where you are on your personal journey, just starting out, starting over or have been investing for years, we are here to help! There is no charge for this class. We are honored to provide ongoing financial literacy...Ready to get started? Great! Please RSVP to Cosey@PlatinumWealth.net
Please join us for our September 2024 Virtual Coffee Chat as we talk about the stock market & the economy. These "live" virtual events are normally hosted on a bi-monthly basis. Future (and past) topics include updates to Social Security, ongoing tax reform, legalities with wills & trusts, financial planning, etc. RSVP to Jennifer@PlatinumWealth.net
Guests and/or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.