Virtual Business Program: Financial Advice Built for the Generations

Whether you are in your 20’s, 30’s, 40’s, 50’s or approaching retirement, you experience many of the same financial pressures. For all of our differences, there’s much we can learn together about how to overcome the challenges we face. Whether you’re just starting down the path of your life’s financial journey, or you’ve already walked a mile or two, Peter Leppones with Apella Capital will provide some helpful strategies and financial habits to help get you headed in the right direction.

What you will Learn:

• Common 'debt traps” and how to avoid them
• How much to invest and what investment vehicles make sense for you
• The importance of creating and sticking to a financial plan, regardless of your age
• How fees (obvious and not so obvious) reduce your returns
• If you and your family are protected with your current insurance coverage
• How to turn assets into income later in life