Overview: Money Management & Planning for Life
Your Host: Roger Knecht, president of Universal Accounting Center
Guest Name: Kim Curtis
This week, Roger interviews Kim Curtis, President and CEO of Wealth Legacy Institute and author of Amazon best seller, ‘Money Secrets: Keys to Smart Investing’. Kim is highly regarded in the financial planning industry and was recognized by the Journal of Practical Estate Planning.
They talk about what wealth management entails and the role wealth managers as well as accountants play in planning the financial aspect of their clients lives and getting them ready for retirement.
They also discuss ‘The Law of 72’ and having a healthy relationship with money among many other topics.
About Our Guest: Kim Curtis
Kim Curtis is nationally recognized as a wealth management advisor, author, and speaker. She has several professional designations and is recognized by the financial planning industry as an expert in comprehensive financial planning.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Click on the following links to get offers
- Retirement Secrets: Keys to Retiring Happy, Healthy & Free
- Money Secrets: Keys to Smart Investing
- Aging Parents Checklist
Get a FREE copy of these booksall accounting professionals should use to work on their business and become profitable. This is a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
- “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.
Remember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback
For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777
