Have you made any of these common financial planning mistakes?

Learn from real life stories how to avoid some of the most common mistakes we see.

Join William J. Hufnell, CFP®, CPA and Founder of Bay Point Wealth, for guidance on Social Security, Estate Planning, Charitable Planning, and more.

You’ll learn:

  • Why it can be a mistake to start Social Security too soon
  • The best time to start planning for tax savings
  • Whether paying off your mortgage is always a good idea

Who should watch:

Anyone interested in making the most of their money and avoiding costly mistakes.

Watch the Webinar