Planning Videos

CONCENTRIC PRIVATE WEALTH™ – August 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.

CONCENTRIC PRIVATE WEALTH™ – May 2018 Update with Katherine Liola 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.

CONCENTRIC PRIVATE WEALTH™ – April 2018 Update with Katherine Liola 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.

CONCENTRIC PRIVATE WEALTH™ – March 2018 Update with Katherine Liola 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.

CONCENTRIC PRIVATE WEALTH™ – February 2018 Update with Katherine Liola 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.

CONCENTRIC PRIVATE WEALTH™ – January 2018 Update with Katherine Liola 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.

CONCENTRIC PRIVATE WEALTH™ – December 2017 Update with Katherine Liola CFP®