It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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AFSPA Talks Financial Planning and Wealth Management
Manage episode 341574320 series 2919336
Contenu fourni par AFSPA. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par AFSPA ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
This week AFSPA Talks Financial Planning and Wealth Management with Greg Klingler, COO and VP, Wealth Management at GEBA. Greg holds a number of designations and licenses, including Certified Financial Planner, Certified Plan Fiduciary Advisor, and the Chartered Federal Benefits Consultant Designation. You can learn more at www.gebawealth.com
Disclaimer:
Securities offered by Cape Securities Inc, Member FINRA, SIPC.
Managed money offered through Cape Securities Advisory.
Past returns do not guarantee future results. The views expressed within this podcast should not be considered a personalized recommendation. If you desire specific recommendations, please contact a financial advisor who will consider your financials, risk tolerance and investment time horizon prior to advising on potential solutions.
Chapitres
1. AFSPA Talks Financial Planning and Wealth Management (00:00:00)
2. What is GEBA? (00:03:52)
3. Services Offered (00:05:44)
4. Why GEBA (00:10:23)
5. Advice for New Members (00:12:41)
6. Benefits (00:24:00)
76 episodes
Partager
Manage episode 341574320 series 2919336
Contenu fourni par AFSPA. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par AFSPA ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
This week AFSPA Talks Financial Planning and Wealth Management with Greg Klingler, COO and VP, Wealth Management at GEBA. Greg holds a number of designations and licenses, including Certified Financial Planner, Certified Plan Fiduciary Advisor, and the Chartered Federal Benefits Consultant Designation. You can learn more at www.gebawealth.com
Disclaimer:
Securities offered by Cape Securities Inc, Member FINRA, SIPC.
Managed money offered through Cape Securities Advisory.
Past returns do not guarantee future results. The views expressed within this podcast should not be considered a personalized recommendation. If you desire specific recommendations, please contact a financial advisor who will consider your financials, risk tolerance and investment time horizon prior to advising on potential solutions.
Chapitres
1. AFSPA Talks Financial Planning and Wealth Management (00:00:00)
2. What is GEBA? (00:03:52)
3. Services Offered (00:05:44)
4. Why GEBA (00:10:23)
5. Advice for New Members (00:12:41)
6. Benefits (00:24:00)
76 episodes
Tous les épisodes
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Similaire à AFSPA Talks
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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continue reading
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continue reading
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continue reading
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continue reading
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Mettez-vous hors ligne avec l'application Player FM !
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