Investments 101
Recorded On: 04/10/2024
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Register
- Non-member - $79
- Member - $55
- Student Member - $20
Brandon Sussman, CFP® from Traction Wealth & Insurance Solutions will walk you through everything you need to know about investing so you can feel confident letting your money work for you! Sussman will cover topics around account options, stocks, bonds, mutual funds, index funds, and more! Total CEU 0.10.
Brandon Sussman
Hailing from San Diego, Brandon Sussman has run his financial planning practice, Traction Wealth & Insurance Solutions, for close to six years. Growing up with family in the court reporting industry, Brandon has found a passion in helping serve other court reporters and agency owners. He has spent time learning how these clients can take advantage of every opportunity whether it’s tax, investment, retirement, or insurance planning.