Come take a walk with me to get better prepared financially for 2023. I talk to people every day and they all ask… ”what do you think is going to happen next?:” I may not have the answer, but we definitely can prepare. Do you feel prepared for another market decline or extended market decline? Imagine if you can navigate the complex charted waters of investing, taxes, insurance, and financial planning. In this presentation, we will give you a guided tour of simple planning to implement in 2023 to provide clarity in a complex planning world.
Course Objectives
In this Wednesday Webinar we will provide you with tips on how to:
Save
Spend
Grow
Protect
Give
Steven Kuza
Steven joined the Financial Industry in 2009 after earning a finance degree at Wayne State University in Detroit. Over the past 14 years he has built his financial planning firm with dedication, passion and enthusiasm. He is also the proud host of the Bridge Dental Podcast.
His strong work ethic was instilled in him from his Iraqi immigrant parents and the Chaldean culture. Steven continues to live by these high standards with state-of- the-art continuing education to better advise his clients. He has earned the industry’s highest designations of CLU, CFP, RICP & ChFC.
Steven is married to Sarah and has three children, Tomas, Sonjia and Marcus as well the cat Luna.
His mission is to give clients the opportunity to plan for whatever stage of life and career they may imagine, and to be there for them when it matters most. Our team is continually growing and is now under the name of “Kuza Wealth Management”. We take care of people.