Learn from industry expert Brian Lockett, Comprehensive Wealth Management, on how to "Maximize your retirement accounts."
Kick your assets into shape. In this seminar, you’ll learn:
About Brian Lockett:
Brian graduated with a Bachelor of Arts Degree from the College of Business and Economics at Washington State University, with an emphasis in Management Information Systems. He has extensive experience in the areas of financial planning, 401k group plans, investment strategies and insurance.
As the Financial Advisor and minority shareholder of Comprehensive Wealth Management, Brian is responsible for meeting with each client to review their portfolios and advise them on all financial matters. Brian is in his 9th year with CWM and has been fortunate to be directly mentored by one of the top financial planners in the country, Gary Arford.
