Self-Made Mess - Organize Your Finances and Plan for Your Future

Recorded On: 07/19/2023

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Financial Planning takes new meaning when you do not have group benefits through an employer. Brandon will spend time going through some of the biggest financial issues self-employed individuals face and how to get organized. Some of the topics include retirement planning strategies, forming a corporation, organizing your money, and risk management planning. 

Total CEU 0.1

Registrations expire 30 days from registration.


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.  


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Self-Made Mess – Organize Your Finances and Plan for Your Future
Recorded 07/19/2023  |  55 minutes
Recorded 07/19/2023  |  55 minutes The video screen must remain your foremost screen in order for the minutes viewed to be counted correctly. Minimizing the screen will result in having to rewatch the video in order to complete this component and have the quiz and certificate available.
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QUIZ - Self-Made Mess – Organize Your Finances and Plan for Your Future
2 Questions  |  2 attempts  |  100/100 points to pass
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Certificate - Self-Made Mess – Organize Your Finances and Plan for Your Future
0.100 CEU credits  |  Certificate available
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