Beginning on September 25th, GCW Capital Group Company Principals, Tom Waring and Angela Hall, will join forces with Michael Klein, PsyD. for a four-part webinar series that will run through November.
This trio of experts will bring a unique blend of financial advisory experiences to each webinar topic, designed to kindle insightful discussions of relevant topics, with the opportunity for viewer interaction and Q&As.
The initial webinar is set for Wednesday, September 25th 1pm-2pm.
The topic will be: “Are You Riding the College Merry-Go-Round with your Child?”
All webinars are free of charge
For more information email: firstname.lastname@example.org.
Tom Waring is the founder of Waring Financial Group and co-founder of GCW Capital Group and GCW Capital, LLC. Through his almost forty years in the financial services industry, he has continually focused on serving closely-held family businesses, key executives and high net worth individuals.
One of Tom's core professional goalsis to help business owners and families successfully develop “Family Wealth” sustainability.
Angela Hall has worked in the financial services industry since 2007 as a Certified Financial Planner ®. Her specialty is providing a personal approach to creating a comprehensive wealth strategy, with a focus on working with individuals, professionals and business owners in developing and implementing financial plans.
Angela's role at the firm includes being part of the investment committee. She is also a senior financial planner and leads the 401k/retirement plan business.
Michael Klein, PsyD. is the author of the book, Trapped in the Family Business, and a renown advisor to business and family business owners and their advisors.
Over the last two decades, he has served as an invited speaker for business associations, family business centers, advisor associations, family offices, global financial services organizations, estate planning groups, peer advisory groups, professional study groups and undergraduate and graduate programs across the country.