AFSPA Talks

AFSPA Talks Financial Planning and Wealth Management

September 19, 2022 AFSPA Season 8 Episode 2
AFSPA Talks Financial Planning and Wealth Management
AFSPA Talks
More Info
AFSPA Talks
AFSPA Talks Financial Planning and Wealth Management
Sep 19, 2022 Season 8 Episode 2
AFSPA

This week AFSPA Talks Financial Planning and Wealth Management with Greg Klingler, COO and VP, Wealth Management at GEBA. Greg holds a number of designations and licenses, including Certified Financial Planner, Certified Plan Fiduciary Advisor, and the Chartered Federal Benefits Consultant Designation. You can learn more at www.gebawealth.com

Disclaimer:
Securities offered by Cape Securities Inc, Member FINRA, SIPC.
Managed money offered through Cape Securities Advisory.
Past returns do not guarantee future results. The views expressed within this podcast should not be considered a personalized recommendation. If you desire specific recommendations, please contact a financial advisor who will consider your financials, risk tolerance and investment time horizon prior to advising on potential solutions.

Show Notes Chapter Markers

This week AFSPA Talks Financial Planning and Wealth Management with Greg Klingler, COO and VP, Wealth Management at GEBA. Greg holds a number of designations and licenses, including Certified Financial Planner, Certified Plan Fiduciary Advisor, and the Chartered Federal Benefits Consultant Designation. You can learn more at www.gebawealth.com

Disclaimer:
Securities offered by Cape Securities Inc, Member FINRA, SIPC.
Managed money offered through Cape Securities Advisory.
Past returns do not guarantee future results. The views expressed within this podcast should not be considered a personalized recommendation. If you desire specific recommendations, please contact a financial advisor who will consider your financials, risk tolerance and investment time horizon prior to advising on potential solutions.

What is GEBA?
Services Offered
Why GEBA
Advice for New Members
Benefits