Webinar Registration

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Hi there, 

You are invited to a Zoom webinar. 
When: Jan 28, 2023 08:00 AM Central Time (US and Canada) 
Topic: Financial Housekeeping

Register in advance for this webinar:
https://us06web.zoom.us/webinar/register/WN_lzzT-gkgSSuVWj-K-6fx4w


After registering, you will receive a confirmation email containing information about joining the webinar.

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Webinar Speakers

Richard Rosso (Director of Financial Planning, CFP® )
Richard Rosso has been in the financial services industry for 26 years. He is a Certified Financial Planner and Chartered Investment Management Analyst. Richard has helped individuals and families make holistic financial decisions working for companies like Dreyfus and Charles Schwab. He has been part of the RIA Advisors family since November 2012.

Danny Ratliff (Sr. Financial Advisor, CFP®, ChFC® )
Danny is a native Houstonian who has worked in the financial services industry for the last 13 years, beginning with Wells Fargo Bank and Wells Fargo Investments. The last 10 years he was a Private Client Advisor at J.P. Morgan Chase &amp; Co. where he and his team were responsible for managing over $200 million in assets and helping generations of families reach their financial goals.
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