Thanks for Registering
Don’t forget to join us when the webinar starts!
Meet Your Presenter:
Joe Overfield
Investment Advisor Representative and Certified Financial Fiduciary®
JUST THREE MORE STEPS TO COMPLETE YOUR REGISTRATION
Step 1
Check Your Email
Check your email inbox for your confirmation email. If you don’t see it in your main box, check your spam folder.
Step 2
Save the Date
Click the link in the confirmation email to save the event date to your calendar.
Step 3
Join the Workshop
You can watch the workshop online from your mobile device or computer.
Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. Intelliplan Financial and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance Services offered through Intelliplan Financial are not affiliated with PCA. Information and strategies from this presentation should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
