Broker Check

What's Happening at Wealth Health

Clint invited to be guest speaker at annual Cetera conference in front of several thousand people with former CNBC Chief Economist, Marci Rossell.


Clint sharing his in depth knowledge and proactive planning strategies on how to benefit the most from the latest tax code.


Social Security educational seminar titled "Securing your retirement" Transforming Social Security into a winning retirement strategy! At the 100th Bomb Group, Cleveland, Ohio. This event provided valuable information to our clients and the community regarding Social Security benefits and tax planning.


It was a full house at the Family Succession Planning Seminar to hear Clint speak on topics such as legacy planning, tax code changes and methods to save.