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Join Nick Hopwood, CFP® And Jim Pilat, CFP® of Peak Wealth Management on our Journey to a peace of mind retirement.
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Monday Mar 15, 2021
Monday Mar 15, 2021
Join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they talk about what we are seeing in the low interest rate environment — and what could happen next in the market. They also share a case study where they worked with clients who have differing parental beliefs when it comes to how to pay for the college education of their children. Learn more about this and more in our latest episode!
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire Confidently.
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