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Financial Planning Tips to End the Year and Start the New Year Off Right

Released on Wednesday, December 1, 2021•RETIREMENT

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In this timely presentation, Susan Mallin, CFP and associate portfolio manager at Watt Carmichael, debunks financial planning rules of thumb, and outlines common sense strategies that will benefit your investment portfolio for retirement. This presentation will also highlight valuable (often overlooked) year-end financial planning tips that will motivate and provide you with useful tools that can be used today to prepare for 2022.

Susan Mallin

Watt Carmichael, Financial Planner and Associate Portfolio Manager

Susan Mallin is a certified financial planner at Watt Carmichael. Her focus and passion have always been on financial planning. Since 2001, Ms. Mallin has completed thousands of personalized plans for individuals. She has developed a financial planning method designed to be interactive and dynamic in order to focus on specific objectives and goals. This creates a meaningful experience, which provides advice and guidance in areas people value the most.