Planning Videos
June Financial Five – 2019 update with Katherine Liola CFP® from CONCENTRIC PRIVATE WEALTH™
May Financial Five – 2019 update with Katherine Liola CFP® from CONCENTRIC PRIVATE WEALTH™
April Financial Five – 2019 update with Katherine Liola CFP® from CONCENTRIC PRIVATE WEALTH™
March Financial Five – 2019 update with Katherine Liola CFP® from CONCENTRIC PRIVATE WEALTH™
February Financial Five – 2019 update with Katherine Liola CFP® from CONCENTRIC PRIVATE WEALTH™
January Financial Five – 2019 update with Katherine Liola CFP® from CONCENTRIC PRIVATE WEALTH™
December Financial Five – 2018 update with Katherine Liola CFP® from CONCENTRIC PRIVATE WEALTH™
CONCENTRIC PRIVATE WEALTH™ – September Financial Five – 2018 CFP® Follow Katherine Liola’s Financial Fitness Planning Tip of the week every Friday on Facebook, Twitter and LinkedIn. Advisory services offered through Commonwealth Financial Network®, Registered Investment Advisor.
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