Navigating the complexities of financial planning can often feel overwhelming, especially in the growth phase of your portfolio. This webinar aims to transform this complex landscape of financial strategy into a simplified, powerful tool for managing your assets.

Jason Olenski, a seasoned Wealth Management Advisor with 22 years of experience overseeing over $100 million in assets, will guide you through the essentials of organizing and understanding your portfolio using the 3-Bucket approach. This session is designed to empower you to pinpoint the role of each investment, while also uncovering potential opportunities, risks, and gaps in your financial strategy.