Wesling Financial offers you peace of mind by placing your interests first and using tools and analyses covering the spectrum of best practices to fully support your goals and interests.
Wesling Financial offers comprehensive financial advisory services based on the LIFE financial planning and advisory services approach, investment management supporting the comprehensive financial advisory services, and divorce financial analysis. Wesling Financial Planning Services is a retainer-based, fee-only financial planning and services firm.
"Financial Planning with Mortgages," NAPFA DC Study Group, 6/21/11 (1.5 hours).
"Accredited Investment Fiduciary Annual Conference," Centre for Fiduciary Excellence, 5/5/11 - 5/6/11 (14 hours).
"IRA Distribution Planning," Ed Slott's 2 Day IRA Workshop, 3/25/11 - 3/26/11 (14 hours).
"Federal Tax Update," Western CPE, 12/9/10 (8 hours).
"Tax Update and Tax Planning for 2011," NAPFA DC Study Group, 11/30/10 (1.5 hours).
"The Client and Divorce," Self-study financial planning and insurance examination, 11/15/10 (17 hours).
Various topics including Social Security Advanced Concepts, Estate Planning, Retirement Income and others, NAPFA Connections Conference, 11/3/11 - 11/5/10 (11 hours).