A Life Well Lived: Grow, Preserve and Transfer Your Wealth
The Forgotten Corners of Financial Plans
June 30, 2025
Join Ken in this discussion of mid-year strategies for reviewing often neglected areas of financial plans. He and his guest speaker will provide actionable steps and goals to set when preparing and evaluating your financial plan.
Welcome to A Life Well Lived: Grow, Preserve and Transfer Your Wealth with Ken Ouellette CPM® Certified Portfolio Manager and founder of Orca Wealth Management. Managing wealth in today’s complex financial world can sometimes seem like an impossible task
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